View Future GrowthSK-ElectronicsLTD 過去の業績過去 基準チェック /26SK-ElectronicsLTDは、平均年間18.5%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間7.2% 7.7%収益成長率で 成長しています。 SK-ElectronicsLTDの自己資本利益率は8.2%であり、純利益率は9.9%です。主要情報18.48%収益成長率18.60%EPS成長率Semiconductor 業界の成長26.92%収益成長率7.74%株主資本利益率8.16%ネット・マージン9.93%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥74.39 (up from JP¥58.07 in 2Q 2025). Revenue: JP¥6.97b (down 3.7% from 2Q 2025). Net income: JP¥773.0m (up 28% from 2Q 2025). Profit margin: 11% (up from 8.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Apr 14SK-Electronics CO.,LTD. to Report First Half, 2026 Results on May 11, 2026SK-Electronics CO.,LTD. announced that they will report first half, 2026 results on May 11, 2026Reported Earnings • Feb 10First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥102 (up from JP¥102 in 1Q 2025). Revenue: JP¥7.39b (up 5.0% from 1Q 2025). Net income: JP¥1.06b (flat on 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 52%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.お知らせ • Nov 29SK-Electronics CO.,LTD. to Report Q1, 2026 Results on Feb 09, 2026SK-Electronics CO.,LTD. announced that they will report Q1, 2026 results on Feb 09, 2026Reported Earnings • Nov 12Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥221 in FY 2024). Revenue: JP¥29.2b (up 13% from FY 2024). Net income: JP¥2.73b (up 19% from FY 2024). Profit margin: 9.4% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.お知らせ • Sep 19SK-Electronics CO.,LTD. to Report Fiscal Year 2025 Results on Nov 10, 2025SK-Electronics CO.,LTD. announced that they will report fiscal year 2025 results on Nov 10, 2025すべての更新を表示Recent updates分析記事 • May 15SK-Electronics CO.,LTD. (TSE:6677) Analysts Are Pretty Bullish On The Stock After Recent ResultsLast week, you might have seen that SK-Electronics CO.,LTD. ( TSE:6677 ) released its interim result to the market. The...Reported Earnings • May 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥74.39 (up from JP¥58.07 in 2Q 2025). Revenue: JP¥6.97b (down 3.7% from 2Q 2025). Net income: JP¥773.0m (up 28% from 2Q 2025). Profit margin: 11% (up from 8.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Apr 14SK-Electronics CO.,LTD. to Report First Half, 2026 Results on May 11, 2026SK-Electronics CO.,LTD. announced that they will report first half, 2026 results on May 11, 2026Reported Earnings • Feb 10First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥102 (up from JP¥102 in 1Q 2025). Revenue: JP¥7.39b (up 5.0% from 1Q 2025). Net income: JP¥1.06b (flat on 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 52%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Price Target Changed • Jan 09Price target increased by 14% to JP¥4,000Up from JP¥3,500, the current price target is provided by 1 analyst. New target price is 27% above last closing price of JP¥3,160. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥313 for next year compared to JP¥263 last year.お知らせ • Nov 29SK-Electronics CO.,LTD. to Report Q1, 2026 Results on Feb 09, 2026SK-Electronics CO.,LTD. announced that they will report Q1, 2026 results on Feb 09, 2026New Risk • Nov 22New 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 5.5% 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: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (5.5% average weekly change).Reported Earnings • Nov 12Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥221 in FY 2024). Revenue: JP¥29.2b (up 13% from FY 2024). Net income: JP¥2.73b (up 19% from FY 2024). Profit margin: 9.4% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.お知らせ • Nov 10SK-Electronics CO.,LTD., Annual General Meeting, Dec 19, 2025SK-Electronics CO.,LTD., Annual General Meeting, Dec 19, 2025.Upcoming Dividend • Sep 22Upcoming dividend of JP¥128 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 December 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%).分析記事 • Sep 19SK-ElectronicsLTD (TSE:6677) Has Announced That It Will Be Increasing Its Dividend To ¥128.00SK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...お知らせ • Sep 19SK-Electronics CO.,LTD. to Report Fiscal Year 2025 Results on Nov 10, 2025SK-Electronics CO.,LTD. announced that they will report fiscal year 2025 results on Nov 10, 2025分析記事 • Aug 19SK-ElectronicsLTD (TSE:6677) Has Announced That It Will Be Increasing Its Dividend To ¥128.00SK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...Reported Earnings • Aug 16Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥41.60 (down from JP¥107 in 3Q 2024). Revenue: JP¥7.76b (up 3.7% from 3Q 2024). Net income: JP¥432.0m (down 61% from 3Q 2024). Profit margin: 5.6% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.分析記事 • Jul 17SK-ElectronicsLTD's (TSE:6677) Dividend Will Be Increased To ¥128.00SK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...お知らせ • Jun 03SK-Electronics CO.,LTD. to Report Q3, 2025 Results on Aug 12, 2025SK-Electronics CO.,LTD. announced that they will report Q3, 2025 results on Aug 12, 2025分析記事 • May 19Additional Considerations Required While Assessing SK-ElectronicsLTD's (TSE:6677) Strong EarningsSK-Electronics CO.,LTD. ( TSE:6677 ) announced strong profits, but the stock was stagnant. We did some digging, and we...分析記事 • May 14SK-ElectronicsLTD (TSE:6677) Is Paying Out A Larger Dividend Than Last YearSK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...Declared Dividend • May 14Dividend of JP¥128 announcedShareholders will receive a dividend of JP¥128. Ex-date: 29th September 2025 Payment date: 25th December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 44% over the next 3 years. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • May 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥58.07 (up from JP¥46.80 in 2Q 2024). Revenue: JP¥7.24b (up 27% from 2Q 2024). Net income: JP¥603.0m (up 24% from 2Q 2024). Profit margin: 8.3% (down from 8.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Japan. 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 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12+ 1 more updateSK-Electronics CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending September 2025SK-Electronics CO.,LTD. provided consolidated earnings guidance for the year ending September 2025. For the year, the company expects net sales of ¥29,000 million, operating profit of ¥3,600 million, profit attributable to owner of parent of ¥2,700 million and basic earnings per share of ¥260.01.分析記事 • May 07Improved Earnings Required Before SK-Electronics CO.,LTD. (TSE:6677) Stock's 26% Jump Looks JustifiedSK-Electronics CO.,LTD. ( TSE:6677 ) shareholders would be excited to see that the share price has had a great month...お知らせ • Apr 15SK-Electronics CO.,LTD. (TSE:6677) agreed to acquire Asahitec Co., Ltd.SK-Electronics CO.,LTD. (TSE:6677) agreed to acquire Asahitec Co., Ltd. on April 14, 2025. The expected completion of the transaction is third quarter of the fiscal year ending September 2025.Buy Or Sell Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥1,873. The fair value is estimated to be JP¥2,405, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.お知らせ • Mar 01SK-Electronics CO.,LTD. to Report Q2, 2025 Results on May 12, 2025SK-Electronics CO.,LTD. announced that they will report Q2, 2025 results on May 12, 2025Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,466, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,678 per share.分析記事 • Feb 15Improved Earnings Required Before SK-Electronics CO.,LTD. (TSE:6677) Stock's 25% Jump Looks JustifiedThe SK-Electronics CO.,LTD. ( TSE:6677 ) share price has done very well over the last month, posting an excellent gain...Reported Earnings • Feb 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥102 (up from JP¥14.25 in 1Q 2024). Revenue: JP¥7.04b (up 9.2% from 1Q 2024). Net income: JP¥1.06b (up JP¥911.0m from 1Q 2024). Profit margin: 15% (up from 2.3% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Dec 28Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥221 (down from JP¥326 in FY 2023). Revenue: JP¥25.7b (down 8.5% from FY 2023). Net income: JP¥2.29b (down 32% from FY 2023). Profit margin: 8.9% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 03SK-Electronics CO.,LTD. to Report Q1, 2025 Results on Feb 10, 2025SK-Electronics CO.,LTD. announced that they will report Q1, 2025 results on Feb 10, 2025New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change).分析記事 • Nov 14Analysts Have Been Trimming Their SK-Electronics CO.,LTD. (TSE:6677) Price Target After Its Latest ReportThere's been a notable change in appetite for SK-Electronics CO.,LTD. ( TSE:6677 ) shares in the week since its...Reported Earnings • Nov 14Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥221 (down from JP¥326 in FY 2023). Revenue: JP¥25.7b (down 8.5% from FY 2023). Net income: JP¥2.29b (down 32% from FY 2023). Profit margin: 8.9% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,013, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 120% over the past three years.New Risk • Nov 12New 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 8.1% 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 Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Nov 11SK-Electronics CO.,LTD., Annual General Meeting, Dec 24, 2024SK-Electronics CO.,LTD., Annual General Meeting, Dec 24, 2024.分析記事 • Sep 20SK-ElectronicsLTD's (TSE:6677) Dividend Is Being Reduced To ¥117.00SK-Electronics CO.,LTD. ( TSE:6677 ) has announced that on 18th of December, it will be paying a dividend of¥117.00...Upcoming Dividend • Sep 20Upcoming dividend of JP¥117 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 18 December 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).分析記事 • Aug 31SK-ElectronicsLTD (TSE:6677) Will Pay A Smaller Dividend Than Last YearSK-Electronics CO.,LTD. ( TSE:6677 ) is reducing its dividend from last year's comparable payment to ¥117.00 on the...お知らせ • Aug 29SK-Electronics CO.,LTD. to Report Fiscal Year 2024 Results on Nov 11, 2024SK-Electronics CO.,LTD. announced that they will report fiscal year 2024 results on Nov 11, 2024分析記事 • Aug 17SK-ElectronicsLTD's (TSE:6677) Dividend Is Being Reduced To ¥117.00SK-Electronics CO.,LTD. ( TSE:6677 ) is reducing its dividend from last year's comparable payment to ¥117.00 on the...Major Estimate Revision • Aug 15Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥28.4b to JP¥27.4b. EPS estimate also fell from JP¥295 per share to JP¥252 per share. Net income forecast to grow 5.4% next year vs 16% growth forecast for Semiconductor industry in Japan. Consensus price target of JP¥4,000 unchanged from last update. Share price fell 8.0% to JP¥2,499 over the past week.分析記事 • Aug 06Not Many Are Piling Into SK-Electronics CO.,LTD. (TSE:6677) Stock Yet As It Plummets 30%SK-Electronics CO.,LTD. ( TSE:6677 ) shareholders that were waiting for something to happen have been dealt a blow with...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,365, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 170% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,768 per share.New Risk • Aug 02New 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 5.5% 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: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (5.5% average weekly change).分析記事 • Jul 22SK-ElectronicsLTD's (TSE:6677) Shareholders Will Receive A Bigger Dividend Than Last YearSK-Electronics CO.,LTD.'s ( TSE:6677 ) dividend will be increasing from last year's payment of the same period to...Price Target Changed • Jul 06Price target decreased by 13% to JP¥4,000Down from JP¥4,600, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥3,355. Stock is up 96% over the past year. The company is forecast to post earnings per share of JP¥295 for next year compared to JP¥326 last year.分析記事 • Jun 19SK-ElectronicsLTD (TSE:6677) Will Pay A Larger Dividend Than Last Year At ¥167.00SK-Electronics CO.,LTD. ( TSE:6677 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Jun 04SK-ElectronicsLTD (TSE:6677) Is Increasing Its Dividend To ¥167.00SK-Electronics CO.,LTD.'s ( TSE:6677 ) dividend will be increasing from last year's payment of the same period to...お知らせ • Jun 02SK-Electronics CO.,LTD. to Report Q3, 2024 Results on Aug 13, 2024SK-Electronics CO.,LTD. announced that they will report Q3, 2024 results on Aug 13, 2024分析記事 • May 21SK-ElectronicsLTD's (TSE:6677) Dividend Will Be Increased To ¥167.00SK-Electronics CO.,LTD.'s ( TSE:6677 ) dividend will be increasing from last year's payment of the same period to...Buy Or Sell Opportunity • May 17Now 23% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,874. The fair value is estimated to be JP¥2,335, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Reported Earnings • May 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥46.80 (down from JP¥70.78 in 2Q 2023). Revenue: JP¥5.70b (down 11% from 2Q 2023). Net income: JP¥486.0m (down 34% from 2Q 2023). Profit margin: 8.5% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 15Dividend of JP¥167 announcedShareholders will receive a dividend of JP¥167. Ex-date: 27th September 2024 Payment date: 18th December 2024 Dividend yield will be 5.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 24SK-Electronics CO.,LTD. to Report Q2, 2024 Results on May 13, 2024SK-Electronics CO.,LTD. announced that they will report Q2, 2024 results on May 13, 2024Reported Earnings • Feb 14First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥14.25 (down from JP¥63.46 in 1Q 2023). Revenue: JP¥6.45b (down 14% from 1Q 2023). Net income: JP¥148.0m (down 78% from 1Q 2023). Profit margin: 2.3% (down from 8.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.2%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,260, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,394 per share.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,895, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 232% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,297 per share.お知らせ • Nov 29SK-Electronics CO.,LTD. to Report Q1, 2024 Results on Feb 13, 2024SK-Electronics CO.,LTD. announced that they will report Q1, 2024 results on Feb 13, 2024Reported Earnings • Nov 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥326 (up from JP¥317 in FY 2022). Revenue: JP¥28.1b (up 13% from FY 2022). Net income: JP¥3.38b (up 1.9% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,350, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 212% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,290 per share.お知らせ • Nov 13SK-Electronics CO.,LTD., Annual General Meeting, Dec 15, 2023SK-Electronics CO.,LTD., Annual General Meeting, Dec 15, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥144 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 19 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Sep 02SK-Electronics CO.,LTD. to Report Fiscal Year 2023 Results on Nov 13, 2023SK-Electronics CO.,LTD. announced that they will report fiscal year 2023 results on Nov 13, 2023Reported Earnings • Aug 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥97.07 (down from JP¥116 in 3Q 2022). Revenue: JP¥7.12b (down 3.4% from 3Q 2022). Net income: JP¥1.01b (down 17% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,978, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,543 per share.お知らせ • May 31SK-Electronics CO.,LTD. to Report Q3, 2023 Results on Aug 14, 2023SK-Electronics CO.,LTD. announced that they will report Q3, 2023 results on Aug 14, 2023Reported Earnings • May 20Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥70.78 (up from JP¥52.34 in 2Q 2022). Revenue: JP¥6.40b (up 18% from 2Q 2022). Net income: JP¥735.0m (up 34% from 2Q 2022). Profit margin: 12% (up from 10% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 15First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥63.46 (up from JP¥20.88 in 1Q 2022). Revenue: JP¥7.49b (up 50% from 1Q 2022). Net income: JP¥659.0m (up 201% from 1Q 2022). Profit margin: 8.8% (up from 4.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 14+ 1 more updateSK-Electronics CO.,LTD. Provides Dividend Guidance for the Year Ending September 2023SK-Electronics CO.,LTD. provided dividend guidance for the year ending September 2023. For the year, the company to pay dividend of ¥33 against ¥64 paid last year.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,419, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Semiconductor industry in Japan. Total returns to shareholders of 10% over the past three years.お知らせ • Nov 30SK-Electronics CO.,LTD. to Report Q1, 2023 Results on Feb 13, 2023SK-Electronics CO.,LTD. announced that they will report Q1, 2023 results on Feb 13, 2023Major Estimate Revision • Nov 21Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥237 to JP¥207. Revenue forecast unchanged from JP¥24.2b at last update. Net income forecast to shrink 35% next year vs 0.5% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥1,600 unchanged from last update. Share price fell 7.1% to JP¥1,193 over the past week.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Shushi Hori was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 15+ 3 more updatesSK-Electronics CO.,LTD. Announces Dividend for the Fiscal Year Ended September 30, 2022, Payable on December 19, 2022SK-Electronics CO.,LTD. announced dividend of JPY 64.00 per share for the fiscal year ended September 30, 2022 against JPY 20.00 per share paid a year ago. Dividend payable date (as planned) is December 19, 2022.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).お知らせ • Sep 01SK-Electronics CO.,LTD. to Report Fiscal Year 2022 Results on Nov 14, 2022SK-Electronics CO.,LTD. announced that they will report fiscal year 2022 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improved over the past weekAfter last week's 32% share price gain to JP¥1,310, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Semiconductor industry in Japan. Total loss to shareholders of 29% over the past three years.Reported Earnings • Aug 09Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥116 (up from JP¥33.75 in 3Q 2021). Revenue: JP¥7.38b (up 33% from 3Q 2021). Net income: JP¥1.22b (up 244% from 3Q 2021). Profit margin: 17% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) exceeded analyst estimates by 248%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Major Estimate Revision • May 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥113 to JP¥128. Revenue forecast unchanged at JP¥22.1b. Net income forecast to shrink 21% next year vs 7.6% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥1,300 unchanged from last update. Share price fell 4.9% to JP¥917 over the past week.Reported Earnings • May 20Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥52.34 (up from JP¥13.63 loss in 2Q 2021). Revenue: JP¥5.43b (up 23% from 2Q 2021). Net income: JP¥549.0m (up JP¥692.0m from 2Q 2021). Profit margin: 10% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Over the next year, revenue is forecast to grow 4.0%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.お知らせ • May 18+ 1 more updateSK-Electronics CO.,LTD. Provides Consolidated Financial Guidance for the Quarter Ended September 2022SK-Electronics CO.,LTD. provided consolidated financial guidance for the quarter ended September 2022. For the period, the company expects net sales of JPY 22,000 million, Operating profit of JPY 2,000 million, Profit attributable to owners of parent of JPY 1,500 million and Basic earnings per share of JPY 143.01.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥964, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Semiconductor industry in Japan. Total loss to shareholders of 49% over the past three years.Price Target Changed • Apr 27Price target decreased to JP¥1,300Down from JP¥1,600, the current price target is an average from 2 analysts. New target price is 66% above last closing price of JP¥784. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥102 last year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Shushi Hori was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08SK-Electronics CO.,LTD. to Report Q2, 2022 Results on May 16, 2022SK-Electronics CO.,LTD. announced that they will report Q2, 2022 results on May 16, 2022Reported Earnings • Feb 20First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: JP¥20.88 (down from JP¥21.26 in 1Q 2021). Revenue: JP¥4.99b (up 11% from 1Q 2021). Net income: JP¥219.0m (down 1.8% from 1Q 2021). Profit margin: 4.4% (down from 5.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) exceeded analyst estimates by 9.6%. Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.収支内訳SK-ElectronicsLTD の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:6677 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2629,2702,9063,03323531 Dec 2529,5412,7362,94623530 Sep 2529,1872,7312,82723530 Jun 2528,1282,6422,71720931 Mar 2527,8543,3192,65920931 Dec 2426,3173,2022,57320930 Sep 2425,7272,2912,67520930 Jun 2426,7362,7252,74020031 Mar 2426,3772,6242,55820031 Dec 2327,0752,8732,57820030 Sep 2328,1133,3842,52820030 Jun 2328,0833,7362,56820631 Mar 2328,3353,9462,61520631 Dec 2227,3683,7602,56720630 Sep 2224,8763,3202,33520630 Jun 2223,7712,6242,19118431 Mar 2221,9391,7602,09918431 Dec 2120,9311,0682,02118430 Sep 2120,4401,0722,02118430 Jun 2118,720-1051,86633731 Mar 2117,456-1,0921,83733731 Dec 2018,359-7991,86133730 Sep 2019,104-9711,87933730 Jun 2020,1151601,94539231 Mar 2022,6492,3272,02539231 Dec 1924,3483,8152,13039230 Sep 1925,7734,8102,41939230 Jun 1927,4885,6092,44440731 Mar 1926,4945,0102,47540731 Dec 1823,5253,6232,34540730 Sep 1822,7723,2812,20740730 Jun 1820,6112,5222,11342031 Mar 1819,0391,4132,13842031 Dec 1718,9971,6462,25942030 Sep 1717,0441,2172,20842030 Jun 1715,5315972,18141731 Mar 1715,7591,1032,20041731 Dec 1615,3481,5972,19641730 Sep 1615,7451,7852,11941730 Jun 1617,4252,1482,20536431 Mar 1617,1672,0942,06036431 Dec 1519,0321,9862,03636430 Sep 1519,6602,1562,15736430 Jun 1519,1262,2922,307310質の高い収益: 6677は 高品質の収益 を持っています。利益率の向上: 6677の現在の純利益率 (9.9%)は、昨年(11.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6677過去 5 年間で収益を上げており、収益は年間18.5%増加しています。成長の加速: 6677は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 6677は過去 1 年間で収益成長率がマイナス ( -12.4% ) となったため、 Semiconductor業界平均 ( 6.9% ) と比較することが困難です。株主資本利益率高いROE: 6677の 自己資本利益率 ( 8.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/28 18:43終値2026/05/28 00:00収益2026/03/31年間収益2025/09/30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SK-Electronics CO.,LTD. 2 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。2 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.Masahiro NakanomyoJefferies LLC
Reported Earnings • May 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥74.39 (up from JP¥58.07 in 2Q 2025). Revenue: JP¥6.97b (down 3.7% from 2Q 2025). Net income: JP¥773.0m (up 28% from 2Q 2025). Profit margin: 11% (up from 8.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Apr 14SK-Electronics CO.,LTD. to Report First Half, 2026 Results on May 11, 2026SK-Electronics CO.,LTD. announced that they will report first half, 2026 results on May 11, 2026
Reported Earnings • Feb 10First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥102 (up from JP¥102 in 1Q 2025). Revenue: JP¥7.39b (up 5.0% from 1Q 2025). Net income: JP¥1.06b (flat on 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 52%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
お知らせ • Nov 29SK-Electronics CO.,LTD. to Report Q1, 2026 Results on Feb 09, 2026SK-Electronics CO.,LTD. announced that they will report Q1, 2026 results on Feb 09, 2026
Reported Earnings • Nov 12Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥221 in FY 2024). Revenue: JP¥29.2b (up 13% from FY 2024). Net income: JP¥2.73b (up 19% from FY 2024). Profit margin: 9.4% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
お知らせ • Sep 19SK-Electronics CO.,LTD. to Report Fiscal Year 2025 Results on Nov 10, 2025SK-Electronics CO.,LTD. announced that they will report fiscal year 2025 results on Nov 10, 2025
分析記事 • May 15SK-Electronics CO.,LTD. (TSE:6677) Analysts Are Pretty Bullish On The Stock After Recent ResultsLast week, you might have seen that SK-Electronics CO.,LTD. ( TSE:6677 ) released its interim result to the market. The...
Reported Earnings • May 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥74.39 (up from JP¥58.07 in 2Q 2025). Revenue: JP¥6.97b (down 3.7% from 2Q 2025). Net income: JP¥773.0m (up 28% from 2Q 2025). Profit margin: 11% (up from 8.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Apr 14SK-Electronics CO.,LTD. to Report First Half, 2026 Results on May 11, 2026SK-Electronics CO.,LTD. announced that they will report first half, 2026 results on May 11, 2026
Reported Earnings • Feb 10First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥102 (up from JP¥102 in 1Q 2025). Revenue: JP¥7.39b (up 5.0% from 1Q 2025). Net income: JP¥1.06b (flat on 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 52%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Price Target Changed • Jan 09Price target increased by 14% to JP¥4,000Up from JP¥3,500, the current price target is provided by 1 analyst. New target price is 27% above last closing price of JP¥3,160. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥313 for next year compared to JP¥263 last year.
お知らせ • Nov 29SK-Electronics CO.,LTD. to Report Q1, 2026 Results on Feb 09, 2026SK-Electronics CO.,LTD. announced that they will report Q1, 2026 results on Feb 09, 2026
New Risk • Nov 22New 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 5.5% 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: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (5.5% average weekly change).
Reported Earnings • Nov 12Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥221 in FY 2024). Revenue: JP¥29.2b (up 13% from FY 2024). Net income: JP¥2.73b (up 19% from FY 2024). Profit margin: 9.4% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
お知らせ • Nov 10SK-Electronics CO.,LTD., Annual General Meeting, Dec 19, 2025SK-Electronics CO.,LTD., Annual General Meeting, Dec 19, 2025.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥128 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 December 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%).
分析記事 • Sep 19SK-ElectronicsLTD (TSE:6677) Has Announced That It Will Be Increasing Its Dividend To ¥128.00SK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...
お知らせ • Sep 19SK-Electronics CO.,LTD. to Report Fiscal Year 2025 Results on Nov 10, 2025SK-Electronics CO.,LTD. announced that they will report fiscal year 2025 results on Nov 10, 2025
分析記事 • Aug 19SK-ElectronicsLTD (TSE:6677) Has Announced That It Will Be Increasing Its Dividend To ¥128.00SK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...
Reported Earnings • Aug 16Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥41.60 (down from JP¥107 in 3Q 2024). Revenue: JP¥7.76b (up 3.7% from 3Q 2024). Net income: JP¥432.0m (down 61% from 3Q 2024). Profit margin: 5.6% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
分析記事 • Jul 17SK-ElectronicsLTD's (TSE:6677) Dividend Will Be Increased To ¥128.00SK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...
お知らせ • Jun 03SK-Electronics CO.,LTD. to Report Q3, 2025 Results on Aug 12, 2025SK-Electronics CO.,LTD. announced that they will report Q3, 2025 results on Aug 12, 2025
分析記事 • May 19Additional Considerations Required While Assessing SK-ElectronicsLTD's (TSE:6677) Strong EarningsSK-Electronics CO.,LTD. ( TSE:6677 ) announced strong profits, but the stock was stagnant. We did some digging, and we...
分析記事 • May 14SK-ElectronicsLTD (TSE:6677) Is Paying Out A Larger Dividend Than Last YearSK-Electronics CO.,LTD. ( TSE:6677 ) will increase its dividend from last year's comparable payment on the 25th of...
Declared Dividend • May 14Dividend of JP¥128 announcedShareholders will receive a dividend of JP¥128. Ex-date: 29th September 2025 Payment date: 25th December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 44% over the next 3 years. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • May 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥58.07 (up from JP¥46.80 in 2Q 2024). Revenue: JP¥7.24b (up 27% from 2Q 2024). Net income: JP¥603.0m (up 24% from 2Q 2024). Profit margin: 8.3% (down from 8.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Japan. 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 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12+ 1 more updateSK-Electronics CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending September 2025SK-Electronics CO.,LTD. provided consolidated earnings guidance for the year ending September 2025. For the year, the company expects net sales of ¥29,000 million, operating profit of ¥3,600 million, profit attributable to owner of parent of ¥2,700 million and basic earnings per share of ¥260.01.
分析記事 • May 07Improved Earnings Required Before SK-Electronics CO.,LTD. (TSE:6677) Stock's 26% Jump Looks JustifiedSK-Electronics CO.,LTD. ( TSE:6677 ) shareholders would be excited to see that the share price has had a great month...
お知らせ • Apr 15SK-Electronics CO.,LTD. (TSE:6677) agreed to acquire Asahitec Co., Ltd.SK-Electronics CO.,LTD. (TSE:6677) agreed to acquire Asahitec Co., Ltd. on April 14, 2025. The expected completion of the transaction is third quarter of the fiscal year ending September 2025.
Buy Or Sell Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥1,873. The fair value is estimated to be JP¥2,405, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.
お知らせ • Mar 01SK-Electronics CO.,LTD. to Report Q2, 2025 Results on May 12, 2025SK-Electronics CO.,LTD. announced that they will report Q2, 2025 results on May 12, 2025
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,466, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,678 per share.
分析記事 • Feb 15Improved Earnings Required Before SK-Electronics CO.,LTD. (TSE:6677) Stock's 25% Jump Looks JustifiedThe SK-Electronics CO.,LTD. ( TSE:6677 ) share price has done very well over the last month, posting an excellent gain...
Reported Earnings • Feb 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥102 (up from JP¥14.25 in 1Q 2024). Revenue: JP¥7.04b (up 9.2% from 1Q 2024). Net income: JP¥1.06b (up JP¥911.0m from 1Q 2024). Profit margin: 15% (up from 2.3% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Dec 28Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥221 (down from JP¥326 in FY 2023). Revenue: JP¥25.7b (down 8.5% from FY 2023). Net income: JP¥2.29b (down 32% from FY 2023). Profit margin: 8.9% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 03SK-Electronics CO.,LTD. to Report Q1, 2025 Results on Feb 10, 2025SK-Electronics CO.,LTD. announced that they will report Q1, 2025 results on Feb 10, 2025
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change).
分析記事 • Nov 14Analysts Have Been Trimming Their SK-Electronics CO.,LTD. (TSE:6677) Price Target After Its Latest ReportThere's been a notable change in appetite for SK-Electronics CO.,LTD. ( TSE:6677 ) shares in the week since its...
Reported Earnings • Nov 14Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥221 (down from JP¥326 in FY 2023). Revenue: JP¥25.7b (down 8.5% from FY 2023). Net income: JP¥2.29b (down 32% from FY 2023). Profit margin: 8.9% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,013, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 120% over the past three years.
New Risk • Nov 12New 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 8.1% 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 Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Nov 11SK-Electronics CO.,LTD., Annual General Meeting, Dec 24, 2024SK-Electronics CO.,LTD., Annual General Meeting, Dec 24, 2024.
分析記事 • Sep 20SK-ElectronicsLTD's (TSE:6677) Dividend Is Being Reduced To ¥117.00SK-Electronics CO.,LTD. ( TSE:6677 ) has announced that on 18th of December, it will be paying a dividend of¥117.00...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥117 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 18 December 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
分析記事 • Aug 31SK-ElectronicsLTD (TSE:6677) Will Pay A Smaller Dividend Than Last YearSK-Electronics CO.,LTD. ( TSE:6677 ) is reducing its dividend from last year's comparable payment to ¥117.00 on the...
お知らせ • Aug 29SK-Electronics CO.,LTD. to Report Fiscal Year 2024 Results on Nov 11, 2024SK-Electronics CO.,LTD. announced that they will report fiscal year 2024 results on Nov 11, 2024
分析記事 • Aug 17SK-ElectronicsLTD's (TSE:6677) Dividend Is Being Reduced To ¥117.00SK-Electronics CO.,LTD. ( TSE:6677 ) is reducing its dividend from last year's comparable payment to ¥117.00 on the...
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥28.4b to JP¥27.4b. EPS estimate also fell from JP¥295 per share to JP¥252 per share. Net income forecast to grow 5.4% next year vs 16% growth forecast for Semiconductor industry in Japan. Consensus price target of JP¥4,000 unchanged from last update. Share price fell 8.0% to JP¥2,499 over the past week.
分析記事 • Aug 06Not Many Are Piling Into SK-Electronics CO.,LTD. (TSE:6677) Stock Yet As It Plummets 30%SK-Electronics CO.,LTD. ( TSE:6677 ) shareholders that were waiting for something to happen have been dealt a blow with...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,365, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 170% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,768 per share.
New Risk • Aug 02New 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 5.5% 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: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (5.5% average weekly change).
分析記事 • Jul 22SK-ElectronicsLTD's (TSE:6677) Shareholders Will Receive A Bigger Dividend Than Last YearSK-Electronics CO.,LTD.'s ( TSE:6677 ) dividend will be increasing from last year's payment of the same period to...
Price Target Changed • Jul 06Price target decreased by 13% to JP¥4,000Down from JP¥4,600, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥3,355. Stock is up 96% over the past year. The company is forecast to post earnings per share of JP¥295 for next year compared to JP¥326 last year.
分析記事 • Jun 19SK-ElectronicsLTD (TSE:6677) Will Pay A Larger Dividend Than Last Year At ¥167.00SK-Electronics CO.,LTD. ( TSE:6677 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Jun 04SK-ElectronicsLTD (TSE:6677) Is Increasing Its Dividend To ¥167.00SK-Electronics CO.,LTD.'s ( TSE:6677 ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Jun 02SK-Electronics CO.,LTD. to Report Q3, 2024 Results on Aug 13, 2024SK-Electronics CO.,LTD. announced that they will report Q3, 2024 results on Aug 13, 2024
分析記事 • May 21SK-ElectronicsLTD's (TSE:6677) Dividend Will Be Increased To ¥167.00SK-Electronics CO.,LTD.'s ( TSE:6677 ) dividend will be increasing from last year's payment of the same period to...
Buy Or Sell Opportunity • May 17Now 23% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,874. The fair value is estimated to be JP¥2,335, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Reported Earnings • May 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥46.80 (down from JP¥70.78 in 2Q 2023). Revenue: JP¥5.70b (down 11% from 2Q 2023). Net income: JP¥486.0m (down 34% from 2Q 2023). Profit margin: 8.5% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 15Dividend of JP¥167 announcedShareholders will receive a dividend of JP¥167. Ex-date: 27th September 2024 Payment date: 18th December 2024 Dividend yield will be 5.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 24SK-Electronics CO.,LTD. to Report Q2, 2024 Results on May 13, 2024SK-Electronics CO.,LTD. announced that they will report Q2, 2024 results on May 13, 2024
Reported Earnings • Feb 14First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥14.25 (down from JP¥63.46 in 1Q 2023). Revenue: JP¥6.45b (down 14% from 1Q 2023). Net income: JP¥148.0m (down 78% from 1Q 2023). Profit margin: 2.3% (down from 8.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.2%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,260, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,394 per share.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,895, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 232% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,297 per share.
お知らせ • Nov 29SK-Electronics CO.,LTD. to Report Q1, 2024 Results on Feb 13, 2024SK-Electronics CO.,LTD. announced that they will report Q1, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥326 (up from JP¥317 in FY 2022). Revenue: JP¥28.1b (up 13% from FY 2022). Net income: JP¥3.38b (up 1.9% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,350, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 212% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,290 per share.
お知らせ • Nov 13SK-Electronics CO.,LTD., Annual General Meeting, Dec 15, 2023SK-Electronics CO.,LTD., Annual General Meeting, Dec 15, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥144 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 19 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Sep 02SK-Electronics CO.,LTD. to Report Fiscal Year 2023 Results on Nov 13, 2023SK-Electronics CO.,LTD. announced that they will report fiscal year 2023 results on Nov 13, 2023
Reported Earnings • Aug 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥97.07 (down from JP¥116 in 3Q 2022). Revenue: JP¥7.12b (down 3.4% from 3Q 2022). Net income: JP¥1.01b (down 17% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,978, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,543 per share.
お知らせ • May 31SK-Electronics CO.,LTD. to Report Q3, 2023 Results on Aug 14, 2023SK-Electronics CO.,LTD. announced that they will report Q3, 2023 results on Aug 14, 2023
Reported Earnings • May 20Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥70.78 (up from JP¥52.34 in 2Q 2022). Revenue: JP¥6.40b (up 18% from 2Q 2022). Net income: JP¥735.0m (up 34% from 2Q 2022). Profit margin: 12% (up from 10% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 15First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥63.46 (up from JP¥20.88 in 1Q 2022). Revenue: JP¥7.49b (up 50% from 1Q 2022). Net income: JP¥659.0m (up 201% from 1Q 2022). Profit margin: 8.8% (up from 4.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 14+ 1 more updateSK-Electronics CO.,LTD. Provides Dividend Guidance for the Year Ending September 2023SK-Electronics CO.,LTD. provided dividend guidance for the year ending September 2023. For the year, the company to pay dividend of ¥33 against ¥64 paid last year.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,419, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Semiconductor industry in Japan. Total returns to shareholders of 10% over the past three years.
お知らせ • Nov 30SK-Electronics CO.,LTD. to Report Q1, 2023 Results on Feb 13, 2023SK-Electronics CO.,LTD. announced that they will report Q1, 2023 results on Feb 13, 2023
Major Estimate Revision • Nov 21Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥237 to JP¥207. Revenue forecast unchanged from JP¥24.2b at last update. Net income forecast to shrink 35% next year vs 0.5% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥1,600 unchanged from last update. Share price fell 7.1% to JP¥1,193 over the past week.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Shushi Hori was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 15+ 3 more updatesSK-Electronics CO.,LTD. Announces Dividend for the Fiscal Year Ended September 30, 2022, Payable on December 19, 2022SK-Electronics CO.,LTD. announced dividend of JPY 64.00 per share for the fiscal year ended September 30, 2022 against JPY 20.00 per share paid a year ago. Dividend payable date (as planned) is December 19, 2022.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
お知らせ • Sep 01SK-Electronics CO.,LTD. to Report Fiscal Year 2022 Results on Nov 14, 2022SK-Electronics CO.,LTD. announced that they will report fiscal year 2022 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improved over the past weekAfter last week's 32% share price gain to JP¥1,310, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Semiconductor industry in Japan. Total loss to shareholders of 29% over the past three years.
Reported Earnings • Aug 09Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥116 (up from JP¥33.75 in 3Q 2021). Revenue: JP¥7.38b (up 33% from 3Q 2021). Net income: JP¥1.22b (up 244% from 3Q 2021). Profit margin: 17% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) exceeded analyst estimates by 248%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • May 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥113 to JP¥128. Revenue forecast unchanged at JP¥22.1b. Net income forecast to shrink 21% next year vs 7.6% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥1,300 unchanged from last update. Share price fell 4.9% to JP¥917 over the past week.
Reported Earnings • May 20Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥52.34 (up from JP¥13.63 loss in 2Q 2021). Revenue: JP¥5.43b (up 23% from 2Q 2021). Net income: JP¥549.0m (up JP¥692.0m from 2Q 2021). Profit margin: 10% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Over the next year, revenue is forecast to grow 4.0%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
お知らせ • May 18+ 1 more updateSK-Electronics CO.,LTD. Provides Consolidated Financial Guidance for the Quarter Ended September 2022SK-Electronics CO.,LTD. provided consolidated financial guidance for the quarter ended September 2022. For the period, the company expects net sales of JPY 22,000 million, Operating profit of JPY 2,000 million, Profit attributable to owners of parent of JPY 1,500 million and Basic earnings per share of JPY 143.01.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥964, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Semiconductor industry in Japan. Total loss to shareholders of 49% over the past three years.
Price Target Changed • Apr 27Price target decreased to JP¥1,300Down from JP¥1,600, the current price target is an average from 2 analysts. New target price is 66% above last closing price of JP¥784. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥102 last year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Shushi Hori was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08SK-Electronics CO.,LTD. to Report Q2, 2022 Results on May 16, 2022SK-Electronics CO.,LTD. announced that they will report Q2, 2022 results on May 16, 2022
Reported Earnings • Feb 20First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: JP¥20.88 (down from JP¥21.26 in 1Q 2021). Revenue: JP¥4.99b (up 11% from 1Q 2021). Net income: JP¥219.0m (down 1.8% from 1Q 2021). Profit margin: 4.4% (down from 5.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) exceeded analyst estimates by 9.6%. Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.