View ValuationMipox 将来の成長Future 基準チェック /46Mipoxは、32.2%と7.8%でそれぞれ年率32.2%で利益と収益が成長すると予測される一方、EPSはgrowで32.5%年率。主要情報32.2%収益成長率32.49%EPS成長率Chemicals 収益成長14.2%収益成長率7.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日05 Mar 2026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 updates分析記事 • May 25Mipox's (TSE:5381) Weak Earnings May Only Reveal A Part Of The Whole PictureThe market wasn't impressed with the soft earnings from Mipox Corporation ( TSE:5381 ) recently. We did some further...Reported Earnings • May 18Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥36.17 (down from JP¥63.98 in FY 2025). Revenue: JP¥12.1b (up 7.9% from FY 2025). Net income: JP¥505.0m (down 45% from FY 2025). Profit margin: 4.2% (down from 8.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,061, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 80% over the past three years.お知らせ • May 14Mipox Corporation, Annual General Meeting, Jun 23, 2026Mipox Corporation, Annual General Meeting, Jun 23, 2026.お知らせ • Apr 22Mipox Corporation to Report Fiscal Year 2026 Results on May 14, 2026Mipox Corporation announced that they will report fiscal year 2026 results on May 14, 2026Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,272, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 135% over the past three years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥941, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 65% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥954, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 101% over the past three years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥867, the stock trades at a trailing P/E ratio of 22.2x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 47% over the past three years.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥11.98 (vs JP¥24.09 in 3Q 2025)Third quarter 2026 results: EPS: JP¥11.98 (down from JP¥24.09 in 3Q 2025). Revenue: JP¥3.17b (up 19% from 3Q 2025). Net income: JP¥166.0m (down 52% from 3Q 2025). Profit margin: 5.2% (down from 13% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 13Mipox (TSE:5381) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Jan 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 6.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥8.39b market cap, or US$55.0m).Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥606, the stock trades at a trailing P/E ratio of 11.7x. Average forward P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 13% over the past three years.分析記事 • Jan 23Mipox Corporation (TSE:5381) Shares Fly 27% But Investors Aren't Buying For GrowthMipox Corporation ( TSE:5381 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Jan 06Mipox (TSE:5381) Is Due To Pay A Dividend Of ¥10.00The board of Mipox Corporation ( TSE:5381 ) has announced that it will pay a dividend on the 25th of June, with...お知らせ • Jan 06+ 1 more updateMipox Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2026Mipox Corporation provided year end dividend guidance for the year ending March 31, 2026. For the year ending March 31, 2026, the company expects to pay year end dividend of JPY 10.00 per share compared to JPY 10.00 per share paid a year ago.分析記事 • Nov 23Mipox (TSE:5381) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Mipox Corporation's ( TSE:5381 ) earnings, despite the strong profit numbers. We did...New Risk • Nov 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.1% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings have declined by 6.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥6.20b market cap, or US$39.6m).分析記事 • Nov 17Mipox (TSE:5381) Is Paying Out A Dividend Of ¥10.00The board of Mipox Corporation ( TSE:5381 ) has announced that it will pay a dividend on the 25th of June, with...Declared Dividend • Nov 17Dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 66% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.1% EPS decline seen over the last 5 years.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥453, the stock trades at a trailing P/E ratio of 13.6x. Average forward P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 29% over the past three years.Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥2.54 loss per share (vs JP¥28.44 profit in 1Q 2025)First quarter 2026 results: JP¥2.54 loss per share (down from JP¥28.44 profit in 1Q 2025). Revenue: JP¥2.69b (up 5.0% from 1Q 2025). Net loss: JP¥36.0m (down 109% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jun 23+ 1 more updateMipox Corporation to Report Q3, 2026 Results on Feb 13, 2026Mipox Corporation announced that they will report Q3, 2026 results on Feb 13, 2026お知らせ • May 31Mipox Corporation to Report Q1, 2026 Results on Aug 08, 2025Mipox Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥63.98 (up from JP¥28.65 loss in FY 2024). Revenue: JP¥11.2b (up 19% from FY 2024). Net income: JP¥911.0m (up JP¥1.32b from FY 2024). Profit margin: 8.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • May 16Mipox Corporation (TSE:5381) announces an Equity Buyback for 500,000 shares, representing 3.47% for ¥200 million.Mipox Corporation (TSE:5381) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.35% of its outstanding shares for a total of ¥200 million. The purpose of the program is to improve capital efficiency and enhance shareholder returns. The program will expire on July 31, 2025. As of March 31, 2025, the company had 14,422,368 shares outstanding and 29,552 shares in treasury. On May 16, 2025, the company corrected ratio of the number of shares to be repurchased to total number of issued shares (excluding treasury stock from 0.35% to 3.47%.お知らせ • May 15Mipox Corporation, Annual General Meeting, Jun 24, 2025Mipox Corporation, Annual General Meeting, Jun 24, 2025.分析記事 • Apr 06What You Can Learn From Mipox Corporation's (TSE:5381) P/S After Its 26% Share Price CrashTo the annoyance of some shareholders, Mipox Corporation ( TSE:5381 ) shares are down a considerable 26% in the last...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥533, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 40% over the past three years.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥24.09 (vs JP¥3.37 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.09 (up from JP¥3.37 in 3Q 2024). Revenue: JP¥2.67b (up 15% from 3Q 2024). Net income: JP¥343.0m (up JP¥295.0m from 3Q 2024). Profit margin: 13% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.分析記事 • Jan 23What Is Mipox Corporation's (TSE:5381) Share Price Doing?Mipox Corporation ( TSE:5381 ), might not be a large cap stock, but it led the TSE gainers with a relatively large...Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥826, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 3.2% over the past three years.お知らせ • Jan 09Mipox Corporation to Report Fiscal Year 2025 Results on May 15, 2025Mipox Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025分析記事 • Dec 26After Leaping 26% Mipox Corporation (TSE:5381) Shares Are Not Flying Under The RadarMipox Corporation ( TSE:5381 ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥722, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 23% over the past three years.分析記事 • Nov 21These 4 Measures Indicate That Mipox (TSE:5381) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥608, the stock trades at a trailing P/E ratio of 50.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 40% over the past three years.分析記事 • Oct 30Mipox (TSE:5381) Is Looking To Continue Growing Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Sep 19Mipox Corporation (TSE:5381) Looks Just Right With A 29% Price JumpDespite an already strong run, Mipox Corporation ( TSE:5381 ) shares have been powering on, with a gain of 29% in the...Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 44%After last week's 44% share price gain to JP¥533, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 34% over the past three years.Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥28.44 (vs JP¥12.29 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥28.44 (up from JP¥12.29 loss in 1Q 2024). Revenue: JP¥2.57b (up 37% from 1Q 2024). Net income: JP¥405.0m (up JP¥580.0m from 1Q 2024). Profit margin: 16% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.分析記事 • Aug 05The Price Is Right For Mipox Corporation (TSE:5381) Even After Diving 38%The Mipox Corporation ( TSE:5381 ) share price has fared very poorly over the last month, falling by a substantial 38...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.5% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.3% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥4.39b market cap, or US$30.8m).分析記事 • Aug 03Mipox (TSE:5381) Is Carrying A Fair Bit Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jul 01+ 1 more updateMipox Corporation to Report Q3, 2025 Results on Feb 13, 2025Mipox Corporation announced that they will report Q3, 2025 results on Feb 13, 2025お知らせ • Jun 02Mipox Corporation to Report Q1, 2025 Results on Aug 09, 2024Mipox Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 21Full year 2024 earnings released: JP¥28.65 loss per share (vs JP¥3.16 profit in FY 2023)Full year 2024 results: JP¥28.65 loss per share (down from JP¥3.16 profit in FY 2023). Revenue: JP¥9.35b (down 6.7% from FY 2023). Net loss: JP¥408.0m (down JP¥453.0m from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.お知らせ • May 17Mipox Corporation, Annual General Meeting, Jun 25, 2024Mipox Corporation, Annual General Meeting, Jun 25, 2024.お知らせ • Mar 02Mipox Corporation to Report Fiscal Year 2024 Results on May 15, 2024Mipox Corporation announced that they will report fiscal year 2024 results on May 15, 2024分析記事 • Feb 27Sentiment Still Eluding Mipox Corporation (TSE:5381)With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Japan, you could be...New Risk • Feb 19New 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 5.6% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥6.81b market cap, or US$45.4m).Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥3.37 (vs JP¥28.23 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.37 (up from JP¥28.23 loss in 3Q 2023). Revenue: JP¥2.32b (up 1.5% from 3Q 2023). Net income: JP¥48.0m (up JP¥450.0m from 3Q 2023). Profit margin: 2.1% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 16Second quarter 2024 earnings released: JP¥15.52 loss per share (vs JP¥20.72 profit in 2Q 2023)Second quarter 2024 results: JP¥15.52 loss per share (down from JP¥20.72 profit in 2Q 2023). Revenue: JP¥2.46b (down 7.0% from 2Q 2023). Net loss: JP¥221.0m (down 175% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Sep 05+ 1 more updateMipox Corporation to Report Q3, 2024 Results on Feb 13, 2024Mipox Corporation announced that they will report Q3, 2024 results on Feb 13, 2024New Risk • Aug 13New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥8.32b market cap, or US$57.4m).Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥12.29 loss per share (vs JP¥20.58 profit in 1Q 2023)First quarter 2024 results: JP¥12.29 loss per share (down from JP¥20.58 profit in 1Q 2023). Revenue: JP¥1.87b (down 34% from 1Q 2023). Net loss: JP¥175.0m (down 160% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.お知らせ • Jun 01Mipox Corporation to Report Q1, 2024 Results on Aug 10, 2023Mipox Corporation announced that they will report Q1, 2024 results on Aug 10, 2023Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥597, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 162% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 15Third quarter 2023 earnings released: JP¥28.23 loss per share (vs JP¥36.85 profit in 3Q 2022)Third quarter 2023 results: JP¥28.23 loss per share (down from JP¥36.85 profit in 3Q 2022). Revenue: JP¥2.28b (down 19% from 3Q 2022). Net loss: JP¥402.0m (down 190% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥591, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 90% over the past three years.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥693, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥764, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 97% over the past three years.Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥20.72 (vs JP¥23.93 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.72. Revenue: JP¥2.64b (up 7.2% from 2Q 2022). Net income: JP¥295.0m (up 3.9% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside External Director Masakazu Nagai was the last independent director to join the board, commencing their role in 2008. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥602, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥20.58 (vs JP¥31.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥20.58 (down from JP¥31.00 in 1Q 2022). Revenue: JP¥2.83b (up 9.2% from 1Q 2022). Net income: JP¥293.0m (down 20% from 1Q 2022). Profit margin: 10% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.6%, compared to a 8.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥669, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 122% over the past three years.Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥125 (vs JP¥7.34 in FY 2021)Full year 2022 results: EPS: JP¥125 (up from JP¥7.34 in FY 2021). Revenue: JP¥10.4b (up 42% from FY 2021). Net income: JP¥1.55b (up JP¥1.46b from FY 2021). Profit margin: 15% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Mipox Corporation, Annual General Meeting, Jun 28, 2022Mipox Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside External Director Masakazu Nagai was the last independent director to join the board, commencing their role in 2008. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 12+ 3 more updatesMipox Corporation to Report Fiscal Year 2023 Results on May 15, 2023Mipox Corporation announced that they will report fiscal year 2023 results on May 15, 2023お知らせ • Apr 10Mipox Corporation to Report Fiscal Year 2022 Results on May 13, 2022Mipox Corporation announced that they will report fiscal year 2022 results on May 13, 2022Buying Opportunity • Mar 22Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be JP¥1,395, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% per annum over the last 3 years. The company has become profitable over the last 3 years.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥798, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 163% over the past three years.Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥36.85 (up from JP¥6.32 loss in 3Q 2021). Revenue: JP¥2.81b (up 60% from 3Q 2021). Net income: JP¥449.0m (up JP¥524.0m from 3Q 2021). Profit margin: 16% (up from net loss in 3Q 2021). The move to profitability 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 114% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Mipox Corporation to Report Q3, 2022 Results on Feb 10, 2022Mipox Corporation announced that they will report Q3, 2022 results on Feb 10, 2022Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥23.93 (vs JP¥6.66 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.47b (up 36% from 2Q 2021). Net income: JP¥284.0m (up 260% from 2Q 2021). Profit margin: 12% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,180, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 178% over the past three years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,232, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 146% over the past three years.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,051, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 129% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥902, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 67% over the past three years.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥7.34 (vs JP¥6.61 loss in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥7.36b (flat on FY 2020). Net income: JP¥87.0m (up JP¥165.0m from FY 2020). Profit margin: 1.2% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Mar 14We Think Mipox (TYO:5381) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥6.32 loss per share (vs JP¥5.00 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: JP¥1.76b (down 9.8% from 3Q 2020). Net loss: JP¥75.0m (loss widened 27% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Feb 06Mipox (TYO:5381) Has Gifted Shareholders With A Fantastic 147% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But when you pick a company that is really...Is New 90 Day High Low • Feb 03New 90-day high: JP¥525The company is up 59% from its price of JP¥331 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥473, the stock is trading at a trailing P/E ratio of 71.7x, up from the previous P/E ratio of 57.3x. This compares to an average P/E of 17x in the Chemicals industry in Japan. Total return to shareholders over the past three years is a loss of 36%.Is New 90 Day High Low • Jan 15New 90-day high: JP¥473The company is up 33% from its price of JP¥356 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period.分析記事 • Jan 02Mipox Corporation (TYO:5381) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Mipox's (TYO:5381) stock is up by a considerable 9.5% over the past month. But the company's key financial indicators...業績と収益の成長予測TSE:5381 - 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3/31/202814,1001,000N/AN/A13/31/202713,000800N/AN/A13/31/202612,059505-282322N/A12/31/202511,730541N/AN/AN/A9/30/202511,233718-242465N/A6/30/202511,300470N/AN/AN/A3/31/202511,1729119021,596N/A12/31/202411,016741N/AN/AN/A9/30/202410,6604463951,078N/A6/30/202410,052172N/AN/AN/A3/31/20249,354-408-175451N/A12/31/20238,920-489N/AN/AN/A9/30/20238,886-939-834195N/A6/30/20239,070-423N/AN/AN/A3/31/202310,02945-1,422-423N/A12/31/202210,340635N/AN/AN/A9/30/202210,8641,486-3,010487N/A6/30/202210,6871,475N/AN/AN/A3/31/202210,4491,550-1,6721,656N/A12/31/20219,9861,244N/AN/AN/A9/30/20218,9377209231,186N/A6/30/20218,289515N/AN/AN/A3/31/20217,36187-372-114N/A12/31/20206,90962N/AN/AN/A9/30/20207,10078-234-20N/A6/30/20207,219-47N/AN/AN/A3/31/20207,338-78514673N/A12/31/20197,465-1,172N/AN/AN/A9/30/20197,468-1,107N/A-420N/A6/30/20197,600-1,105N/AN/AN/A3/31/20197,558-967N/A-44N/A12/31/20187,514-28N/AN/AN/A9/30/20187,698117N/A739N/A6/30/20187,643202N/AN/AN/A3/31/20187,826265N/A510N/A12/31/20177,851270N/AN/AN/A9/30/20177,597304N/A1,072N/A6/30/20177,28430N/AN/AN/A3/31/20176,410-147N/A555N/A12/31/20165,607-215N/AN/AN/A9/30/20164,671-350N/A200N/A6/30/20164,12584N/AN/AN/A3/31/20164,204323N/A647N/A12/31/20154,318546N/AN/AN/A9/30/20154,388688N/A659N/A6/30/20154,188619N/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: 5381の予測収益成長率 (年間32.2% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 5381の収益 ( 32.2% ) はJP市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: 5381の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 5381の収益 ( 7.8% ) JP市場 ( 5.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 5381の収益 ( 7.8% ) 20%よりも低い成長が予測されています。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: 5381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2026/05/26 18:25終値2026/05/26 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Mipox Corporation 1 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Yusuke MiuraDaiwa Securities Co. Ltd.
分析記事 • May 25Mipox's (TSE:5381) Weak Earnings May Only Reveal A Part Of The Whole PictureThe market wasn't impressed with the soft earnings from Mipox Corporation ( TSE:5381 ) recently. We did some further...
Reported Earnings • May 18Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥36.17 (down from JP¥63.98 in FY 2025). Revenue: JP¥12.1b (up 7.9% from FY 2025). Net income: JP¥505.0m (down 45% from FY 2025). Profit margin: 4.2% (down from 8.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,061, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 80% over the past three years.
お知らせ • May 14Mipox Corporation, Annual General Meeting, Jun 23, 2026Mipox Corporation, Annual General Meeting, Jun 23, 2026.
お知らせ • Apr 22Mipox Corporation to Report Fiscal Year 2026 Results on May 14, 2026Mipox Corporation announced that they will report fiscal year 2026 results on May 14, 2026
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,272, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 135% over the past three years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥941, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 65% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥954, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 101% over the past three years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥867, the stock trades at a trailing P/E ratio of 22.2x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥11.98 (vs JP¥24.09 in 3Q 2025)Third quarter 2026 results: EPS: JP¥11.98 (down from JP¥24.09 in 3Q 2025). Revenue: JP¥3.17b (up 19% from 3Q 2025). Net income: JP¥166.0m (down 52% from 3Q 2025). Profit margin: 5.2% (down from 13% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 13Mipox (TSE:5381) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Jan 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 6.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥8.39b market cap, or US$55.0m).
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥606, the stock trades at a trailing P/E ratio of 11.7x. Average forward P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 13% over the past three years.
分析記事 • Jan 23Mipox Corporation (TSE:5381) Shares Fly 27% But Investors Aren't Buying For GrowthMipox Corporation ( TSE:5381 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Jan 06Mipox (TSE:5381) Is Due To Pay A Dividend Of ¥10.00The board of Mipox Corporation ( TSE:5381 ) has announced that it will pay a dividend on the 25th of June, with...
お知らせ • Jan 06+ 1 more updateMipox Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2026Mipox Corporation provided year end dividend guidance for the year ending March 31, 2026. For the year ending March 31, 2026, the company expects to pay year end dividend of JPY 10.00 per share compared to JPY 10.00 per share paid a year ago.
分析記事 • Nov 23Mipox (TSE:5381) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Mipox Corporation's ( TSE:5381 ) earnings, despite the strong profit numbers. We did...
New Risk • Nov 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.1% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings have declined by 6.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥6.20b market cap, or US$39.6m).
分析記事 • Nov 17Mipox (TSE:5381) Is Paying Out A Dividend Of ¥10.00The board of Mipox Corporation ( TSE:5381 ) has announced that it will pay a dividend on the 25th of June, with...
Declared Dividend • Nov 17Dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 66% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.1% EPS decline seen over the last 5 years.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥453, the stock trades at a trailing P/E ratio of 13.6x. Average forward P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 29% over the past three years.
Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥2.54 loss per share (vs JP¥28.44 profit in 1Q 2025)First quarter 2026 results: JP¥2.54 loss per share (down from JP¥28.44 profit in 1Q 2025). Revenue: JP¥2.69b (up 5.0% from 1Q 2025). Net loss: JP¥36.0m (down 109% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 23+ 1 more updateMipox Corporation to Report Q3, 2026 Results on Feb 13, 2026Mipox Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • May 31Mipox Corporation to Report Q1, 2026 Results on Aug 08, 2025Mipox Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥63.98 (up from JP¥28.65 loss in FY 2024). Revenue: JP¥11.2b (up 19% from FY 2024). Net income: JP¥911.0m (up JP¥1.32b from FY 2024). Profit margin: 8.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • May 16Mipox Corporation (TSE:5381) announces an Equity Buyback for 500,000 shares, representing 3.47% for ¥200 million.Mipox Corporation (TSE:5381) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.35% of its outstanding shares for a total of ¥200 million. The purpose of the program is to improve capital efficiency and enhance shareholder returns. The program will expire on July 31, 2025. As of March 31, 2025, the company had 14,422,368 shares outstanding and 29,552 shares in treasury. On May 16, 2025, the company corrected ratio of the number of shares to be repurchased to total number of issued shares (excluding treasury stock from 0.35% to 3.47%.
お知らせ • May 15Mipox Corporation, Annual General Meeting, Jun 24, 2025Mipox Corporation, Annual General Meeting, Jun 24, 2025.
分析記事 • Apr 06What You Can Learn From Mipox Corporation's (TSE:5381) P/S After Its 26% Share Price CrashTo the annoyance of some shareholders, Mipox Corporation ( TSE:5381 ) shares are down a considerable 26% in the last...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥533, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 40% over the past three years.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥24.09 (vs JP¥3.37 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.09 (up from JP¥3.37 in 3Q 2024). Revenue: JP¥2.67b (up 15% from 3Q 2024). Net income: JP¥343.0m (up JP¥295.0m from 3Q 2024). Profit margin: 13% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 23What Is Mipox Corporation's (TSE:5381) Share Price Doing?Mipox Corporation ( TSE:5381 ), might not be a large cap stock, but it led the TSE gainers with a relatively large...
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥826, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 3.2% over the past three years.
お知らせ • Jan 09Mipox Corporation to Report Fiscal Year 2025 Results on May 15, 2025Mipox Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025
分析記事 • Dec 26After Leaping 26% Mipox Corporation (TSE:5381) Shares Are Not Flying Under The RadarMipox Corporation ( TSE:5381 ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥722, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 23% over the past three years.
分析記事 • Nov 21These 4 Measures Indicate That Mipox (TSE:5381) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥608, the stock trades at a trailing P/E ratio of 50.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 40% over the past three years.
分析記事 • Oct 30Mipox (TSE:5381) Is Looking To Continue Growing Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Sep 19Mipox Corporation (TSE:5381) Looks Just Right With A 29% Price JumpDespite an already strong run, Mipox Corporation ( TSE:5381 ) shares have been powering on, with a gain of 29% in the...
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 44%After last week's 44% share price gain to JP¥533, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 34% over the past three years.
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥28.44 (vs JP¥12.29 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥28.44 (up from JP¥12.29 loss in 1Q 2024). Revenue: JP¥2.57b (up 37% from 1Q 2024). Net income: JP¥405.0m (up JP¥580.0m from 1Q 2024). Profit margin: 16% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 05The Price Is Right For Mipox Corporation (TSE:5381) Even After Diving 38%The Mipox Corporation ( TSE:5381 ) share price has fared very poorly over the last month, falling by a substantial 38...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.5% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.3% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥4.39b market cap, or US$30.8m).
分析記事 • Aug 03Mipox (TSE:5381) Is Carrying A Fair Bit Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jul 01+ 1 more updateMipox Corporation to Report Q3, 2025 Results on Feb 13, 2025Mipox Corporation announced that they will report Q3, 2025 results on Feb 13, 2025
お知らせ • Jun 02Mipox Corporation to Report Q1, 2025 Results on Aug 09, 2024Mipox Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 21Full year 2024 earnings released: JP¥28.65 loss per share (vs JP¥3.16 profit in FY 2023)Full year 2024 results: JP¥28.65 loss per share (down from JP¥3.16 profit in FY 2023). Revenue: JP¥9.35b (down 6.7% from FY 2023). Net loss: JP¥408.0m (down JP¥453.0m from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
お知らせ • May 17Mipox Corporation, Annual General Meeting, Jun 25, 2024Mipox Corporation, Annual General Meeting, Jun 25, 2024.
お知らせ • Mar 02Mipox Corporation to Report Fiscal Year 2024 Results on May 15, 2024Mipox Corporation announced that they will report fiscal year 2024 results on May 15, 2024
分析記事 • Feb 27Sentiment Still Eluding Mipox Corporation (TSE:5381)With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Japan, you could be...
New Risk • Feb 19New 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 5.6% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥6.81b market cap, or US$45.4m).
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥3.37 (vs JP¥28.23 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.37 (up from JP¥28.23 loss in 3Q 2023). Revenue: JP¥2.32b (up 1.5% from 3Q 2023). Net income: JP¥48.0m (up JP¥450.0m from 3Q 2023). Profit margin: 2.1% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 16Second quarter 2024 earnings released: JP¥15.52 loss per share (vs JP¥20.72 profit in 2Q 2023)Second quarter 2024 results: JP¥15.52 loss per share (down from JP¥20.72 profit in 2Q 2023). Revenue: JP¥2.46b (down 7.0% from 2Q 2023). Net loss: JP¥221.0m (down 175% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Sep 05+ 1 more updateMipox Corporation to Report Q3, 2024 Results on Feb 13, 2024Mipox Corporation announced that they will report Q3, 2024 results on Feb 13, 2024
New Risk • Aug 13New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥8.32b market cap, or US$57.4m).
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥12.29 loss per share (vs JP¥20.58 profit in 1Q 2023)First quarter 2024 results: JP¥12.29 loss per share (down from JP¥20.58 profit in 1Q 2023). Revenue: JP¥1.87b (down 34% from 1Q 2023). Net loss: JP¥175.0m (down 160% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Jun 01Mipox Corporation to Report Q1, 2024 Results on Aug 10, 2023Mipox Corporation announced that they will report Q1, 2024 results on Aug 10, 2023
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥597, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 162% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 15Third quarter 2023 earnings released: JP¥28.23 loss per share (vs JP¥36.85 profit in 3Q 2022)Third quarter 2023 results: JP¥28.23 loss per share (down from JP¥36.85 profit in 3Q 2022). Revenue: JP¥2.28b (down 19% from 3Q 2022). Net loss: JP¥402.0m (down 190% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥591, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 90% over the past three years.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥693, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥764, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 97% over the past three years.
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥20.72 (vs JP¥23.93 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.72. Revenue: JP¥2.64b (up 7.2% from 2Q 2022). Net income: JP¥295.0m (up 3.9% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside External Director Masakazu Nagai was the last independent director to join the board, commencing their role in 2008. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥602, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥20.58 (vs JP¥31.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥20.58 (down from JP¥31.00 in 1Q 2022). Revenue: JP¥2.83b (up 9.2% from 1Q 2022). Net income: JP¥293.0m (down 20% from 1Q 2022). Profit margin: 10% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.6%, compared to a 8.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥669, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 122% over the past three years.
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥125 (vs JP¥7.34 in FY 2021)Full year 2022 results: EPS: JP¥125 (up from JP¥7.34 in FY 2021). Revenue: JP¥10.4b (up 42% from FY 2021). Net income: JP¥1.55b (up JP¥1.46b from FY 2021). Profit margin: 15% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Mipox Corporation, Annual General Meeting, Jun 28, 2022Mipox Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Outside External Director Masakazu Nagai was the last independent director to join the board, commencing their role in 2008. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 12+ 3 more updatesMipox Corporation to Report Fiscal Year 2023 Results on May 15, 2023Mipox Corporation announced that they will report fiscal year 2023 results on May 15, 2023
お知らせ • Apr 10Mipox Corporation to Report Fiscal Year 2022 Results on May 13, 2022Mipox Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Buying Opportunity • Mar 22Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be JP¥1,395, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% per annum over the last 3 years. The company has become profitable over the last 3 years.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥798, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 163% over the past three years.
Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥36.85 (up from JP¥6.32 loss in 3Q 2021). Revenue: JP¥2.81b (up 60% from 3Q 2021). Net income: JP¥449.0m (up JP¥524.0m from 3Q 2021). Profit margin: 16% (up from net loss in 3Q 2021). The move to profitability 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 114% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Mipox Corporation to Report Q3, 2022 Results on Feb 10, 2022Mipox Corporation announced that they will report Q3, 2022 results on Feb 10, 2022
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥23.93 (vs JP¥6.66 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.47b (up 36% from 2Q 2021). Net income: JP¥284.0m (up 260% from 2Q 2021). Profit margin: 12% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,180, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 178% over the past three years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,232, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 146% over the past three years.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,051, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 129% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥902, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 67% over the past three years.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥7.34 (vs JP¥6.61 loss in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥7.36b (flat on FY 2020). Net income: JP¥87.0m (up JP¥165.0m from FY 2020). Profit margin: 1.2% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Mar 14We Think Mipox (TYO:5381) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥6.32 loss per share (vs JP¥5.00 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: JP¥1.76b (down 9.8% from 3Q 2020). Net loss: JP¥75.0m (loss widened 27% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 06Mipox (TYO:5381) Has Gifted Shareholders With A Fantastic 147% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But when you pick a company that is really...
Is New 90 Day High Low • Feb 03New 90-day high: JP¥525The company is up 59% from its price of JP¥331 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥473, the stock is trading at a trailing P/E ratio of 71.7x, up from the previous P/E ratio of 57.3x. This compares to an average P/E of 17x in the Chemicals industry in Japan. Total return to shareholders over the past three years is a loss of 36%.
Is New 90 Day High Low • Jan 15New 90-day high: JP¥473The company is up 33% from its price of JP¥356 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period.
分析記事 • Jan 02Mipox Corporation (TYO:5381) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Mipox's (TYO:5381) stock is up by a considerable 9.5% over the past month. But the company's key financial indicators...