THine Electronics（6769）株式概要ザインエレクトロニクス株式会社は、ファブレス半導体企業として、ミックスドシグナルLSI（大規模集積回路）の企画・設計・販売を国内外で行っています。 詳細6769 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性6/6配当金2/6リスク分析JP市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去5年間で収益は年間32.2%減少しました。 意味のある時価総額がありません ( ¥14B )すべてのリスクチェックを見る6769 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.30k56.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-529m6b2016201920222025202620282031Revenue JP¥5.5bEarnings JP¥861.6mAdvancedSet Fair ValueView all narrativesTHine Electronics, Inc. 競合他社MiraialSymbol: TSE:4238Market cap: JP¥12.4bAXELLSymbol: TSE:6730Market cap: JP¥12.0bAbalanceSymbol: TSE:3856Market cap: JP¥10.6bDigital Media ProfessionalsSymbol: TSE:3652Market cap: JP¥11.3b価格と性能株価の高値、安値、推移の概要THine Electronics過去の株価現在の株価JP¥1,295.0052週高値JP¥1,380.0052週安値JP¥775.00ベータ0.221ヶ月の変化7.11%3ヶ月変化48.51%1年変化46.49%3年間の変化42.00%5年間の変化56.97%IPOからの変化-36.66%最新ニュースReported Earnings • May 09First quarter 2026 earnings released: JP¥36.05 loss per share (vs JP¥24.44 loss in 1Q 2025)First quarter 2026 results: JP¥36.05 loss per share (further deteriorated from JP¥24.44 loss in 1Q 2025). Revenue: JP¥949.0m (up 35% from 1Q 2025). Net loss: JP¥379.0m (loss widened 45% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.お知らせ • May 08THine Electronics, Inc. to Report Q1, 2026 Results on May 08, 2026THine Electronics, Inc. announced that they will report Q1, 2026 results on May 08, 2026New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% 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 (9.5% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥13.6b market cap, or US$86.6m).New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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 Earnings have declined by 12% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥9.58b market cap, or US$60.3m).Reported Earnings • Feb 07Full year 2025 earnings released: JP¥31.29 loss per share (vs JP¥31.74 profit in FY 2024)Full year 2025 results: JP¥31.29 loss per share (down from JP¥31.74 profit in FY 2024). Revenue: JP¥4.64b (flat on FY 2024). Net loss: JP¥334.0m (down 199% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 26, 2026THine Electronics, Inc., Annual General Meeting, Mar 26, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 09First quarter 2026 earnings released: JP¥36.05 loss per share (vs JP¥24.44 loss in 1Q 2025)First quarter 2026 results: JP¥36.05 loss per share (further deteriorated from JP¥24.44 loss in 1Q 2025). Revenue: JP¥949.0m (up 35% from 1Q 2025). Net loss: JP¥379.0m (loss widened 45% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.お知らせ • May 08THine Electronics, Inc. to Report Q1, 2026 Results on May 08, 2026THine Electronics, Inc. announced that they will report Q1, 2026 results on May 08, 2026New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% 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 (9.5% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥13.6b market cap, or US$86.6m).New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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 Earnings have declined by 12% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥9.58b market cap, or US$60.3m).Reported Earnings • Feb 07Full year 2025 earnings released: JP¥31.29 loss per share (vs JP¥31.74 profit in FY 2024)Full year 2025 results: JP¥31.29 loss per share (down from JP¥31.74 profit in FY 2024). Revenue: JP¥4.64b (flat on FY 2024). Net loss: JP¥334.0m (down 199% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 26, 2026THine Electronics, Inc., Annual General Meeting, Mar 26, 2026.お知らせ • Feb 02THine Electronics, Inc. Announces Its Optical DSP-Free Chipset, Best Suited for " slow and Wide" Interconnection in Scale-Up AI Networks of the Next GenerationTHine Electronics, Inc. announced its optical DSP(digital signal processor)-free chipset with its ZERO EYE SKEW®? technology for short-reach optical interconnect of PCI Express7 (PCIe7) 2TB/s linear pluggable optics (LPO) or co-packaged optics (CPO), enabling to save power by 73% and lower latency by 90%. THine plans to deliver its optical DSP-free chipset samples of vertical-cavity surface-emitting lasers (VCSEL) driver and transport amplifier (TIA) for PCIe7 in 2027 and samples for PCIe6 in 2026 as well as its "Sideband Aggregator" IC samples in 2026. These VCSEL drivers and TIAs are developed with support from the grant program (No.JPJ012368G70601) by National Institute of Information and Communications Technology (NICT), Japan. THine has developed its ZERO EYE SKew®? technology for PCIe6/7 for " slow and wide" interconnections in scale-up AI networks that enable to eliminate optical DSP from optical links, achieving cost-effective, lower latency, high-density, and power efficient short-reach solution of the next-generation. Many optical interconnects, including PCIe6/7, have several GPIO lines, called "sideband" and THine's new solution, "Sideband Aggregator' IC (THCS255) enables to reduce such GPIO lines into half or less, empowered by its high-speed serial technology. THine will exhibit such solution at 2026 Optical Fiber Communications Conference and Exhibition (OFC2026) at Los Angeles Convention Center in Los Angeles, California, March 17th ~ 19th, at West Hall 4575.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 13 March 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).New Risk • Nov 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 26x earnings per share. Paying a dividend despite having no free cash flows. High level of non-cash earnings (27% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.48b market cap, or US$55.3m).Reported Earnings • Nov 07Third quarter 2025 earnings released: JP¥6.83 loss per share (vs JP¥33.24 loss in 3Q 2024)Third quarter 2025 results: JP¥6.83 loss per share (improved from JP¥33.24 loss in 3Q 2024). Revenue: JP¥1.10b (up 15% from 3Q 2024). Net loss: JP¥73.0m (loss narrowed 79% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.お知らせ • Nov 05THine Electronics, Inc. (TSE:6769) announces an Equity Buyback for 200,000 shares, representing 1.87% for ¥200 million.THine Electronics, Inc. (TSE:6769) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares , representing 1.87% of its issued share capital, for ¥200 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and return profits to shareholders. The program is valid till December 19, 2025. As of September 30, 2025, the company had 10,712,363 issued shares (excluding treasury stock) and 1,627,737 shares in treasury stock.お知らせ • Oct 21THine Electronics, Inc. to Report Q3, 2025 Results on Nov 05, 2025THine Electronics, Inc. announced that they will report Q3, 2025 results on Nov 05, 2025New Risk • Aug 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk 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 Risk Market cap is less than US$100m (JP¥9.20b market cap, or US$62.3m).Reported Earnings • Aug 08Second quarter 2025 earnings released: JP¥18.24 loss per share (vs JP¥13.68 profit in 2Q 2024)Second quarter 2025 results: JP¥18.24 loss per share (down from JP¥13.68 profit in 2Q 2024). Revenue: JP¥811.0m (down 28% from 2Q 2024). Net loss: JP¥195.0m (down 234% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • Jul 23THine Electronics, Inc. to Report Q2, 2025 Results on Aug 06, 2025THine Electronics, Inc. announced that they will report Q2, 2025 results on Aug 06, 2025Reported Earnings • May 08First quarter 2025 earnings released: JP¥24.44 loss per share (vs JP¥1.22 profit in 1Q 2024)First quarter 2025 results: JP¥24.44 loss per share (down from JP¥1.22 profit in 1Q 2024). Revenue: JP¥703.0m (down 23% from 1Q 2024). Net loss: JP¥261.0m (down JP¥274.0m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Apr 23+ 1 more updateTHine Electronics, Inc. (TSE:6769) agreed to acquire remaining 30% stake in Zain Hyperdata Co., Ltd. from Huaqin Technology Co., Ltd. (SHSE:603296).THine Electronics, Inc. (TSE:6769) agreed to acquire remaining 30% stake in Zain Hyperdata Co., Ltd. from Huaqin Technology Co., Ltd. (SHSE:603296) on April 21, 2025. Upon completion, THine Electronics, Inc. will own 100% stake in Zain Hyperdata Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is April 28, 2025.New Risk • Apr 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). 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. High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.83b market cap, or US$60.5m).分析記事 • Mar 18THine Electronics (TSE:6769) Will Be Looking To Turn Around Its ReturnsTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...New Risk • Mar 18New 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 7.7% 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 (7.7% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥11.1b market cap, or US$74.2m).お知らせ • Mar 18THine Electronics, Inc. Announces Optical DSP-less Technology, Zero EYE SKEWTM for 1TB/S and 2TB/S Linear Pluggable Optical Solutions, Saving Power by 60% or More, Lowering Latency by 90%THine Electronics, Inc. announced its optical DSP (digital signal processor)-less technology, "ZERO EYE SKEWTM" for 1TB/s and 2TB/s linear pluggable optical (LPO) solutions, enabling to save power by 60% in 1.0TB/s or 80% in 2.0TB/s and to lower latency by 90%. THine will exhibit such demonstration on 2025 Optical Fiber Communications Conference and Exhibition (OFC) atoscone Center Exhibition Hall in San Francisco, California, April 1st - 3rd, at Booth 4963. By applying ZERO EYE SKEW(TM) technology, it has been shown that skew in the eye pattern opening is adjusted appropriately, maintaining excellent signal quality. (Both are eye patterns after applying 5-tap feed forward equalizer (FFE). THine has developed the new technology ZERO EYE SKEWTM for PCI Express 6.0 (PCIe6.0) and PCIe7.0 high-speed short reach multimode applications with vertical-cavity surface-emitting lasers (VCSEL). VCSEL driver products with this ZERO EYE SKEW can achieve high bandwidth toward 2.0TB/s in multi-channel and low-cost optical solutions.分析記事 • Feb 12THine Electronics (TSE:6769) Shareholders Should Be Cautious Despite Solid EarningsThe healthy profit announcement from THine Electronics, Inc. ( TSE:6769 ) didn't seem to impress investors. Our...New Risk • Feb 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥9.41b market cap, or US$62.2m).Reported Earnings • Feb 06Full year 2024 earnings released: EPS: JP¥31.74 (vs JP¥6.37 loss in FY 2023)Full year 2024 results: EPS: JP¥31.74 (up from JP¥6.37 loss in FY 2023). Revenue: JP¥4.61b (down 8.1% from FY 2023). Net income: JP¥339.0m (up JP¥408.0m from FY 2023). Profit margin: 7.3% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 28, 2025THine Electronics, Inc., Annual General Meeting, Mar 28, 2025.お知らせ • Jan 21THine Electronics, Inc. to Report Q4, 2024 Results on Feb 05, 2025THine Electronics, Inc. announced that they will report Q4, 2024 results on Feb 05, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 12 March 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.7%).Reported Earnings • Nov 03Third quarter 2024 earnings released: JP¥33.24 loss per share (vs JP¥10.78 loss in 3Q 2023)Third quarter 2024 results: JP¥33.24 loss per share (further deteriorated from JP¥10.78 loss in 3Q 2023). Revenue: JP¥953.0m (down 4.4% from 3Q 2023). Net loss: JP¥355.0m (loss widened 203% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Oct 22THine Electronics, Inc. to Report Q3, 2024 Results on Nov 01, 2024THine Electronics, Inc. announced that they will report Q3, 2024 results on Nov 01, 2024分析記事 • Sep 23Revenues Not Telling The Story For THine Electronics, Inc. (TSE:6769) After Shares Rise 34%THine Electronics, Inc. ( TSE:6769 ) shareholders have had their patience rewarded with a 34% share price jump in the...分析記事 • Aug 09THine Electronics, Inc. (TSE:6769) Shares May Have Slumped 34% But Getting In Cheap Is Still UnlikelyThe THine Electronics, Inc. ( TSE:6769 ) share price has softened a substantial 34% over the previous 30 days, handing...お知らせ • Jul 17THine Electronics, Inc. to Report Q2, 2024 Results on Aug 02, 2024THine Electronics, Inc. announced that they will report Q2, 2024 results on Aug 02, 2024分析記事 • Jun 25Revenues Not Telling The Story For THine Electronics, Inc. (TSE:6769) After Shares Rise 26%THine Electronics, Inc. ( TSE:6769 ) shares have had a really impressive month, gaining 26% after a shaky period...Reported Earnings • May 08First quarter 2024 earnings released: EPS: JP¥1.22 (vs JP¥6.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.22 (down from JP¥6.91 in 1Q 2023). Revenue: JP¥917.0m (down 34% from 1Q 2023). Net income: JP¥13.0m (down 83% from 1Q 2023). Profit margin: 1.4% (down from 5.4% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.お知らせ • Apr 17THine Electronics, Inc. to Report Q1, 2024 Results on May 07, 2024THine Electronics, Inc. announced that they will report Q1, 2024 results on May 07, 2024Reported Earnings • Feb 04Full year 2023 earnings released: JP¥6.37 loss per share (vs JP¥75.74 profit in FY 2022)Full year 2023 results: JP¥6.37 loss per share (down from JP¥75.74 profit in FY 2022). Revenue: JP¥5.02b (down 8.0% from FY 2022). Net loss: JP¥69.0m (down 108% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥916. The fair value is estimated to be JP¥750, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 04THine Electronics, Inc., Annual General Meeting, Mar 27, 2024THine Electronics, Inc., Annual General Meeting, Mar 27, 2024.お知らせ • Jan 17THine Electronics, Inc. to Report Fiscal Year 2023 Results on Feb 02, 2024THine Electronics, Inc. announced that they will report fiscal year 2023 results on Feb 02, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 14 March 2024. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).Reported Earnings • Nov 04Third quarter 2023 earnings released: JP¥10.78 loss per share (vs JP¥16.71 profit in 3Q 2022)Third quarter 2023 results: JP¥10.78 loss per share (down from JP¥16.71 profit in 3Q 2022). Revenue: JP¥997.0m (down 27% from 3Q 2022). Net loss: JP¥117.0m (down 165% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04THine Electronics, Inc. (TSE:6769) announces an Equity Buyback for 150,000 shares, representing 1.38% for ¥150 million.THine Electronics, Inc. (TSE:6769) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares , representing 1.38% of its issued share capital, for ¥150 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and return profits to shareholders. The program is valid till December 8, 2023. As of September 30, 2023, the company had 10,851,063 issued shares (excluding treasury stock) and 1,489,037 shares in treasury stock.お知らせ • Oct 18THine Electronics, Inc. to Report Q3, 2023 Results on Nov 02, 2023THine Electronics, Inc. announced that they will report Q3, 2023 results on Nov 02, 2023New Risk • Aug 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.4% Last year net profit margin: 22% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (7.4% net profit margin). Market cap is less than US$100m (JP¥9.57b market cap, or US$67.5m).Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: JP¥8.76 (vs JP¥35.13 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.76 (down from JP¥35.13 in 2Q 2022). Revenue: JP¥1.06b (down 2.6% from 2Q 2022). Net income: JP¥95.0m (down 75% from 2Q 2022). Profit margin: 9.0% (down from 35% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 09First quarter 2023 earnings released: EPS: JP¥6.91 (vs JP¥18.21 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.91 (down from JP¥18.21 in 1Q 2022). Revenue: JP¥1.39b (up 14% from 1Q 2022). Net income: JP¥75.0m (down 62% from 1Q 2022). Profit margin: 5.4% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥75.74 (vs JP¥67.25 in FY 2021)Full year 2022 results: EPS: JP¥75.74 (up from JP¥67.25 in FY 2021). Revenue: JP¥5.46b (up 23% from FY 2021). Net income: JP¥820.0m (up 13% from FY 2021). Profit margin: 15% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 29, 2023THine Electronics, Inc., Annual General Meeting, Mar 29, 2023.Reported Earnings • Feb 04Full year 2022 earnings released: EPS: JP¥75.74 (vs JP¥67.25 in FY 2021)Full year 2022 results: EPS: JP¥75.74 (up from JP¥67.25 in FY 2021). Revenue: JP¥5.46b (up 23% from FY 2021). Net income: JP¥820.0m (up 13% from FY 2021). Profit margin: 15% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 18THine Electronics, Inc. to Report Fiscal Year 2022 Results on Feb 03, 2023THine Electronics, Inc. announced that they will report fiscal year 2022 results on Feb 03, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 10 March 2023. Payout ratio is a comfortable 9.1% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥16.71 (vs JP¥16.37 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.71 (up from JP¥16.37 in 3Q 2021). Revenue: JP¥1.36b (up 4.1% from 3Q 2021). Net income: JP¥181.0m (up 2.3% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Director Katsuyuki Shibuya was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: JP¥16.71 (vs JP¥16.37 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.71 (up from JP¥16.37 in 3Q 2021). Revenue: JP¥1.36b (up 4.1% from 3Q 2021). Net income: JP¥181.0m (up 2.3% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,139, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 9x in the Semiconductor industry in Japan. Total returns to shareholders of 29% over the past three years.お知らせ • Oct 19THine Electronics, Inc. to Report Q3, 2022 Results on Nov 02, 2022THine Electronics, Inc. announced that they will report Q3, 2022 results on Nov 02, 2022Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥35.13 (vs JP¥15.26 in 2Q 2021)Second quarter 2022 results: EPS: JP¥35.13 (up from JP¥15.26 in 2Q 2021). Revenue: JP¥1.08b (up 3.2% from 2Q 2021). Net income: JP¥380.0m (up 130% from 2Q 2021). Profit margin: 35% (up from 16% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 22THine Electronics, Inc. to Report Q2, 2022 Results on Aug 04, 2022THine Electronics, Inc. announced that they will report Q2, 2022 results on Aug 04, 2022Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,234, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 10x in the Semiconductor industry in Japan. Total returns to shareholders of 44% over the past three years.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥896, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 10x in the Semiconductor industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥18.21 (vs JP¥6.29 in 1Q 2021)First quarter 2022 results: EPS: JP¥18.21 (up from JP¥6.29 in 1Q 2021). Revenue: JP¥1.22b (up 50% from 1Q 2021). Net income: JP¥197.0m (up 190% from 1Q 2021). Profit margin: 16% (up from 8.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.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. 8 non-independent directors. Independent External Director Yutaka Funada was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 20THine Electronics, Inc. to Report Q1, 2022 Results on May 10, 2022THine Electronics, Inc. announced that they will report Q1, 2022 results on May 10, 2022お知らせ • Feb 09THine Electronics, Inc., Annual General Meeting, Mar 25, 2022THine Electronics, Inc., Annual General Meeting, Mar 25, 2022.Reported Earnings • Feb 08Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥67.25 (up from JP¥64.48 loss in FY 2020). Revenue: JP¥4.44b (up 54% from FY 2020). Net income: JP¥727.0m (up JP¥1.42b from FY 2020). Profit margin: 16% (up from net loss in FY 2020). 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 fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.5%).Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS JP¥16.37 (vs JP¥14.62 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.31b (up 86% from 3Q 2020). Net income: JP¥177.0m (up JP¥335.0m from 3Q 2020). Profit margin: 14% (up from net loss in 3Q 2020). 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.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS JP¥15.26 (vs JP¥6.48 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.05b (up 8.4% from 2Q 2020). Net income: JP¥165.0m (up JP¥235.0m from 2Q 2020). Profit margin: 16% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 58% 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.分析記事 • May 09We're Hopeful That THine Electronics (TYO:6769) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Reported Earnings • May 09First quarter 2021 earnings released: EPS JP¥6.29 (vs JP¥9.25 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥814.0m (up 45% from 1Q 2020). Net income: JP¥68.0m (up JP¥168.0m from 1Q 2020). Profit margin: 8.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Feb 09THine Electronics, Inc., Annual General Meeting, Mar 26, 2021THine Electronics, Inc., Annual General Meeting, Mar 26, 2021.Reported Earnings • Feb 08Full year 2020 earnings released: JP¥64.48 loss per share (vs JP¥17.02 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥2.88b (down 41% from FY 2019). Net loss: JP¥697.0m (down 479% from profit in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 08Revenue behind estimatesRevenue missed analyst estimates by 0.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 39%, compared to a 11% growth forecast for the Semiconductor industry in Japan.分析記事 • Feb 05Is THine Electronics, Inc. (TYO:6769) At Risk Of Cutting Its Dividend?Is THine Electronics, Inc. ( TYO:6769 ) a good dividend stock? How can we tell? Dividend paying companies with growing...お知らせ • Jan 24THine Electronics, Inc. to Report Fiscal Year 2020 Results on Feb 05, 2021THine Electronics, Inc. announced that they will report fiscal year 2020 results on Feb 05, 2021Is New 90 Day High Low • Jan 18New 90-day high: JP¥760The company is up 2.0% from its price of JP¥747 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 46% over the same period.分析記事 • Jan 01Reflecting on THine Electronics' (TYO:6769) Share Price Returns Over The Last Five YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...Reported Earnings • Nov 15Third quarter 2020 earnings released: JP¥14.62 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: JP¥703.0m (down 44% from 3Q 2019). Net loss: JP¥158.0m (down 266% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 15Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 41%. Earnings per share (EPS) exceeded analyst estimates by 131%. Over the next year, revenue is forecast to grow 16%, compared to a 6.4% growth forecast for the Semiconductor industry in Japan.Is New 90 Day High Low • Nov 09New 90-day low: JP¥670The company is down 19% from its price of JP¥832 on 11 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 14% over the same period.Analyst Estimate Surprise Post Earnings • Nov 08Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 41%. Earnings per share (EPS) exceeded analyst estimates by 131%. Over the next year, revenue is forecast to grow 16%, compared to a 6.1% growth forecast for the Semiconductor industry in Japan.Reported Earnings • Nov 08Third quarter 2020 earnings released: JP¥14.62 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: JP¥703.0m (down 44% from 3Q 2019). Net loss: JP¥158.0m (down 266% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 20New 90-day low: JP¥747The company is down 14% from its price of JP¥871 on 22 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 1.0% over the same period.お知らせ • Jul 26THine Electronics, Inc. to Report Q2, 2020 Results on Aug 07, 2020THine Electronics, Inc. announced that they will report Q2, 2020 results on Aug 07, 2020株主還元6769JP SemiconductorJP 市場7D17.2%14.3%2.7%1Y46.5%257.3%42.1%株主還元を見る業界別リターン: 6769過去 1 年間で257.3 % の収益を上げたJP Semiconductor業界を下回りました。リターン対市場: 6769過去 1 年間で42.1 % の収益を上げたJP市場を上回りました。価格変動Is 6769's price volatile compared to industry and market?6769 volatility6769 Average Weekly Movement11.7%Semiconductor Industry Average Movement9.8%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 6769の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6769の 週次ボラティリティ は、過去 1 年間で6%から12%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト1991134Tetsuya Iizukawww.thine.co.jpファブレス半導体メーカーであるザインエレクトロニクスは、ミックスドシグナルLSI（大規模集積回路）の企画・設計・販売を国内外で行っている。LSI事業とAIOT事業を展開。フラットパネルディスプレイの高解像度化に対応した「V-by-One HS」、システムのプリント基板のスキュー問題、EMI放射、スペース問題を解決する「V-by-One」、低電圧差動信号（LVDS）製品、高速ビデオインターコネクトにおける4K/8Kの高解像度化、120Hz以上の高リフレッシュレートに対応した先進の高速シリアルインターフェース規格「V-by-One HS plus」、IOHA:Bトランシーバー、USB製品などを提供。また、電源モジュール、RGBおよびバックライトLEDドライバ、画像信号プロセッサおよびカメラ開発キット、ビデオADC、カメラシステムおよびビデオ拡張ソリューション、発熱検出および顔認識システムも提供している。同社の製品は、CameraLinkおよびUSB/UVCカメラ、デジタルサイネージ4Kスポーツ/アクションカメラなどのビデオテレコンファレンスシステム、セキュリティカメラおよびボディカメラ、ビデオ会議システムおよびプリンター、ゲームモニターおよびマシン、スマートシティ/コマースアプリケーション、医療モニターおよび内視鏡、ドライブレコーダーおよび電子ミラーアプリケーションに使用されている。ザインエレクトロニクス株式会社は1991年に設立され、千代田区に本社を置いています。もっと見るTHine Electronics, Inc. 基礎のまとめTHine Electronics の収益と売上を時価総額と比較するとどうか。6769 基礎統計学時価総額JP¥13.91b収益（TTM）-JP¥452.00m売上高(TTM)JP¥4.89b2.8xP/Sレシオ-30.1xPER（株価収益率6769 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6769 損益計算書（TTM）収益JP¥4.89b売上原価JP¥2.69b売上総利益JP¥2.20bその他の費用JP¥2.65b収益-JP¥452.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-43.00グロス・マージン45.04%純利益率-9.25%有利子負債／自己資本比率0%6769 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.2%現在の配当利回り-35%配当性向View Valuation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2026/05/27 11:33終値2026/05/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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THine Electronics, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Yoshiki YugeDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Leping HuangNomura Securities Co. Ltd.1 その他のアナリストを表示
Reported Earnings • May 09First quarter 2026 earnings released: JP¥36.05 loss per share (vs JP¥24.44 loss in 1Q 2025)First quarter 2026 results: JP¥36.05 loss per share (further deteriorated from JP¥24.44 loss in 1Q 2025). Revenue: JP¥949.0m (up 35% from 1Q 2025). Net loss: JP¥379.0m (loss widened 45% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
お知らせ • May 08THine Electronics, Inc. to Report Q1, 2026 Results on May 08, 2026THine Electronics, Inc. announced that they will report Q1, 2026 results on May 08, 2026
New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% 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 (9.5% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥13.6b market cap, or US$86.6m).
New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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 Earnings have declined by 12% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥9.58b market cap, or US$60.3m).
Reported Earnings • Feb 07Full year 2025 earnings released: JP¥31.29 loss per share (vs JP¥31.74 profit in FY 2024)Full year 2025 results: JP¥31.29 loss per share (down from JP¥31.74 profit in FY 2024). Revenue: JP¥4.64b (flat on FY 2024). Net loss: JP¥334.0m (down 199% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 26, 2026THine Electronics, Inc., Annual General Meeting, Mar 26, 2026.
Reported Earnings • May 09First quarter 2026 earnings released: JP¥36.05 loss per share (vs JP¥24.44 loss in 1Q 2025)First quarter 2026 results: JP¥36.05 loss per share (further deteriorated from JP¥24.44 loss in 1Q 2025). Revenue: JP¥949.0m (up 35% from 1Q 2025). Net loss: JP¥379.0m (loss widened 45% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
お知らせ • May 08THine Electronics, Inc. to Report Q1, 2026 Results on May 08, 2026THine Electronics, Inc. announced that they will report Q1, 2026 results on May 08, 2026
New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% 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 (9.5% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥13.6b market cap, or US$86.6m).
New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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 Earnings have declined by 12% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥9.58b market cap, or US$60.3m).
Reported Earnings • Feb 07Full year 2025 earnings released: JP¥31.29 loss per share (vs JP¥31.74 profit in FY 2024)Full year 2025 results: JP¥31.29 loss per share (down from JP¥31.74 profit in FY 2024). Revenue: JP¥4.64b (flat on FY 2024). Net loss: JP¥334.0m (down 199% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 26, 2026THine Electronics, Inc., Annual General Meeting, Mar 26, 2026.
お知らせ • Feb 02THine Electronics, Inc. Announces Its Optical DSP-Free Chipset, Best Suited for " slow and Wide" Interconnection in Scale-Up AI Networks of the Next GenerationTHine Electronics, Inc. announced its optical DSP(digital signal processor)-free chipset with its ZERO EYE SKEW®? technology for short-reach optical interconnect of PCI Express7 (PCIe7) 2TB/s linear pluggable optics (LPO) or co-packaged optics (CPO), enabling to save power by 73% and lower latency by 90%. THine plans to deliver its optical DSP-free chipset samples of vertical-cavity surface-emitting lasers (VCSEL) driver and transport amplifier (TIA) for PCIe7 in 2027 and samples for PCIe6 in 2026 as well as its "Sideband Aggregator" IC samples in 2026. These VCSEL drivers and TIAs are developed with support from the grant program (No.JPJ012368G70601) by National Institute of Information and Communications Technology (NICT), Japan. THine has developed its ZERO EYE SKew®? technology for PCIe6/7 for " slow and wide" interconnections in scale-up AI networks that enable to eliminate optical DSP from optical links, achieving cost-effective, lower latency, high-density, and power efficient short-reach solution of the next-generation. Many optical interconnects, including PCIe6/7, have several GPIO lines, called "sideband" and THine's new solution, "Sideband Aggregator' IC (THCS255) enables to reduce such GPIO lines into half or less, empowered by its high-speed serial technology. THine will exhibit such solution at 2026 Optical Fiber Communications Conference and Exhibition (OFC2026) at Los Angeles Convention Center in Los Angeles, California, March 17th ~ 19th, at West Hall 4575.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 13 March 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
New Risk • Nov 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 26x earnings per share. Paying a dividend despite having no free cash flows. High level of non-cash earnings (27% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.48b market cap, or US$55.3m).
Reported Earnings • Nov 07Third quarter 2025 earnings released: JP¥6.83 loss per share (vs JP¥33.24 loss in 3Q 2024)Third quarter 2025 results: JP¥6.83 loss per share (improved from JP¥33.24 loss in 3Q 2024). Revenue: JP¥1.10b (up 15% from 3Q 2024). Net loss: JP¥73.0m (loss narrowed 79% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 05THine Electronics, Inc. (TSE:6769) announces an Equity Buyback for 200,000 shares, representing 1.87% for ¥200 million.THine Electronics, Inc. (TSE:6769) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares , representing 1.87% of its issued share capital, for ¥200 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and return profits to shareholders. The program is valid till December 19, 2025. As of September 30, 2025, the company had 10,712,363 issued shares (excluding treasury stock) and 1,627,737 shares in treasury stock.
お知らせ • Oct 21THine Electronics, Inc. to Report Q3, 2025 Results on Nov 05, 2025THine Electronics, Inc. announced that they will report Q3, 2025 results on Nov 05, 2025
New Risk • Aug 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk 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 Risk Market cap is less than US$100m (JP¥9.20b market cap, or US$62.3m).
Reported Earnings • Aug 08Second quarter 2025 earnings released: JP¥18.24 loss per share (vs JP¥13.68 profit in 2Q 2024)Second quarter 2025 results: JP¥18.24 loss per share (down from JP¥13.68 profit in 2Q 2024). Revenue: JP¥811.0m (down 28% from 2Q 2024). Net loss: JP¥195.0m (down 234% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 23THine Electronics, Inc. to Report Q2, 2025 Results on Aug 06, 2025THine Electronics, Inc. announced that they will report Q2, 2025 results on Aug 06, 2025
Reported Earnings • May 08First quarter 2025 earnings released: JP¥24.44 loss per share (vs JP¥1.22 profit in 1Q 2024)First quarter 2025 results: JP¥24.44 loss per share (down from JP¥1.22 profit in 1Q 2024). Revenue: JP¥703.0m (down 23% from 1Q 2024). Net loss: JP¥261.0m (down JP¥274.0m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 23+ 1 more updateTHine Electronics, Inc. (TSE:6769) agreed to acquire remaining 30% stake in Zain Hyperdata Co., Ltd. from Huaqin Technology Co., Ltd. (SHSE:603296).THine Electronics, Inc. (TSE:6769) agreed to acquire remaining 30% stake in Zain Hyperdata Co., Ltd. from Huaqin Technology Co., Ltd. (SHSE:603296) on April 21, 2025. Upon completion, THine Electronics, Inc. will own 100% stake in Zain Hyperdata Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is April 28, 2025.
New Risk • Apr 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). 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. High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥8.83b market cap, or US$60.5m).
分析記事 • Mar 18THine Electronics (TSE:6769) Will Be Looking To Turn Around Its ReturnsTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
New Risk • Mar 18New 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 7.7% 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 (7.7% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥11.1b market cap, or US$74.2m).
お知らせ • Mar 18THine Electronics, Inc. Announces Optical DSP-less Technology, Zero EYE SKEWTM for 1TB/S and 2TB/S Linear Pluggable Optical Solutions, Saving Power by 60% or More, Lowering Latency by 90%THine Electronics, Inc. announced its optical DSP (digital signal processor)-less technology, "ZERO EYE SKEWTM" for 1TB/s and 2TB/s linear pluggable optical (LPO) solutions, enabling to save power by 60% in 1.0TB/s or 80% in 2.0TB/s and to lower latency by 90%. THine will exhibit such demonstration on 2025 Optical Fiber Communications Conference and Exhibition (OFC) atoscone Center Exhibition Hall in San Francisco, California, April 1st - 3rd, at Booth 4963. By applying ZERO EYE SKEW(TM) technology, it has been shown that skew in the eye pattern opening is adjusted appropriately, maintaining excellent signal quality. (Both are eye patterns after applying 5-tap feed forward equalizer (FFE). THine has developed the new technology ZERO EYE SKEWTM for PCI Express 6.0 (PCIe6.0) and PCIe7.0 high-speed short reach multimode applications with vertical-cavity surface-emitting lasers (VCSEL). VCSEL driver products with this ZERO EYE SKEW can achieve high bandwidth toward 2.0TB/s in multi-channel and low-cost optical solutions.
分析記事 • Feb 12THine Electronics (TSE:6769) Shareholders Should Be Cautious Despite Solid EarningsThe healthy profit announcement from THine Electronics, Inc. ( TSE:6769 ) didn't seem to impress investors. Our...
New Risk • Feb 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥9.41b market cap, or US$62.2m).
Reported Earnings • Feb 06Full year 2024 earnings released: EPS: JP¥31.74 (vs JP¥6.37 loss in FY 2023)Full year 2024 results: EPS: JP¥31.74 (up from JP¥6.37 loss in FY 2023). Revenue: JP¥4.61b (down 8.1% from FY 2023). Net income: JP¥339.0m (up JP¥408.0m from FY 2023). Profit margin: 7.3% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 28, 2025THine Electronics, Inc., Annual General Meeting, Mar 28, 2025.
お知らせ • Jan 21THine Electronics, Inc. to Report Q4, 2024 Results on Feb 05, 2025THine Electronics, Inc. announced that they will report Q4, 2024 results on Feb 05, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 12 March 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.7%).
Reported Earnings • Nov 03Third quarter 2024 earnings released: JP¥33.24 loss per share (vs JP¥10.78 loss in 3Q 2023)Third quarter 2024 results: JP¥33.24 loss per share (further deteriorated from JP¥10.78 loss in 3Q 2023). Revenue: JP¥953.0m (down 4.4% from 3Q 2023). Net loss: JP¥355.0m (loss widened 203% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 22THine Electronics, Inc. to Report Q3, 2024 Results on Nov 01, 2024THine Electronics, Inc. announced that they will report Q3, 2024 results on Nov 01, 2024
分析記事 • Sep 23Revenues Not Telling The Story For THine Electronics, Inc. (TSE:6769) After Shares Rise 34%THine Electronics, Inc. ( TSE:6769 ) shareholders have had their patience rewarded with a 34% share price jump in the...
分析記事 • Aug 09THine Electronics, Inc. (TSE:6769) Shares May Have Slumped 34% But Getting In Cheap Is Still UnlikelyThe THine Electronics, Inc. ( TSE:6769 ) share price has softened a substantial 34% over the previous 30 days, handing...
お知らせ • Jul 17THine Electronics, Inc. to Report Q2, 2024 Results on Aug 02, 2024THine Electronics, Inc. announced that they will report Q2, 2024 results on Aug 02, 2024
分析記事 • Jun 25Revenues Not Telling The Story For THine Electronics, Inc. (TSE:6769) After Shares Rise 26%THine Electronics, Inc. ( TSE:6769 ) shares have had a really impressive month, gaining 26% after a shaky period...
Reported Earnings • May 08First quarter 2024 earnings released: EPS: JP¥1.22 (vs JP¥6.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.22 (down from JP¥6.91 in 1Q 2023). Revenue: JP¥917.0m (down 34% from 1Q 2023). Net income: JP¥13.0m (down 83% from 1Q 2023). Profit margin: 1.4% (down from 5.4% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Apr 17THine Electronics, Inc. to Report Q1, 2024 Results on May 07, 2024THine Electronics, Inc. announced that they will report Q1, 2024 results on May 07, 2024
Reported Earnings • Feb 04Full year 2023 earnings released: JP¥6.37 loss per share (vs JP¥75.74 profit in FY 2022)Full year 2023 results: JP¥6.37 loss per share (down from JP¥75.74 profit in FY 2022). Revenue: JP¥5.02b (down 8.0% from FY 2022). Net loss: JP¥69.0m (down 108% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥916. The fair value is estimated to be JP¥750, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 04THine Electronics, Inc., Annual General Meeting, Mar 27, 2024THine Electronics, Inc., Annual General Meeting, Mar 27, 2024.
お知らせ • Jan 17THine Electronics, Inc. to Report Fiscal Year 2023 Results on Feb 02, 2024THine Electronics, Inc. announced that they will report fiscal year 2023 results on Feb 02, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 14 March 2024. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
Reported Earnings • Nov 04Third quarter 2023 earnings released: JP¥10.78 loss per share (vs JP¥16.71 profit in 3Q 2022)Third quarter 2023 results: JP¥10.78 loss per share (down from JP¥16.71 profit in 3Q 2022). Revenue: JP¥997.0m (down 27% from 3Q 2022). Net loss: JP¥117.0m (down 165% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04THine Electronics, Inc. (TSE:6769) announces an Equity Buyback for 150,000 shares, representing 1.38% for ¥150 million.THine Electronics, Inc. (TSE:6769) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares , representing 1.38% of its issued share capital, for ¥150 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and return profits to shareholders. The program is valid till December 8, 2023. As of September 30, 2023, the company had 10,851,063 issued shares (excluding treasury stock) and 1,489,037 shares in treasury stock.
お知らせ • Oct 18THine Electronics, Inc. to Report Q3, 2023 Results on Nov 02, 2023THine Electronics, Inc. announced that they will report Q3, 2023 results on Nov 02, 2023
New Risk • Aug 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.4% Last year net profit margin: 22% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (7.4% net profit margin). Market cap is less than US$100m (JP¥9.57b market cap, or US$67.5m).
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: JP¥8.76 (vs JP¥35.13 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.76 (down from JP¥35.13 in 2Q 2022). Revenue: JP¥1.06b (down 2.6% from 2Q 2022). Net income: JP¥95.0m (down 75% from 2Q 2022). Profit margin: 9.0% (down from 35% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 09First quarter 2023 earnings released: EPS: JP¥6.91 (vs JP¥18.21 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.91 (down from JP¥18.21 in 1Q 2022). Revenue: JP¥1.39b (up 14% from 1Q 2022). Net income: JP¥75.0m (down 62% from 1Q 2022). Profit margin: 5.4% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥75.74 (vs JP¥67.25 in FY 2021)Full year 2022 results: EPS: JP¥75.74 (up from JP¥67.25 in FY 2021). Revenue: JP¥5.46b (up 23% from FY 2021). Net income: JP¥820.0m (up 13% from FY 2021). Profit margin: 15% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 05THine Electronics, Inc., Annual General Meeting, Mar 29, 2023THine Electronics, Inc., Annual General Meeting, Mar 29, 2023.
Reported Earnings • Feb 04Full year 2022 earnings released: EPS: JP¥75.74 (vs JP¥67.25 in FY 2021)Full year 2022 results: EPS: JP¥75.74 (up from JP¥67.25 in FY 2021). Revenue: JP¥5.46b (up 23% from FY 2021). Net income: JP¥820.0m (up 13% from FY 2021). Profit margin: 15% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 18THine Electronics, Inc. to Report Fiscal Year 2022 Results on Feb 03, 2023THine Electronics, Inc. announced that they will report fiscal year 2022 results on Feb 03, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 10 March 2023. Payout ratio is a comfortable 9.1% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥16.71 (vs JP¥16.37 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.71 (up from JP¥16.37 in 3Q 2021). Revenue: JP¥1.36b (up 4.1% from 3Q 2021). Net income: JP¥181.0m (up 2.3% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Director Katsuyuki Shibuya was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: JP¥16.71 (vs JP¥16.37 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.71 (up from JP¥16.37 in 3Q 2021). Revenue: JP¥1.36b (up 4.1% from 3Q 2021). Net income: JP¥181.0m (up 2.3% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,139, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 9x in the Semiconductor industry in Japan. Total returns to shareholders of 29% over the past three years.
お知らせ • Oct 19THine Electronics, Inc. to Report Q3, 2022 Results on Nov 02, 2022THine Electronics, Inc. announced that they will report Q3, 2022 results on Nov 02, 2022
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥35.13 (vs JP¥15.26 in 2Q 2021)Second quarter 2022 results: EPS: JP¥35.13 (up from JP¥15.26 in 2Q 2021). Revenue: JP¥1.08b (up 3.2% from 2Q 2021). Net income: JP¥380.0m (up 130% from 2Q 2021). Profit margin: 35% (up from 16% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 22THine Electronics, Inc. to Report Q2, 2022 Results on Aug 04, 2022THine Electronics, Inc. announced that they will report Q2, 2022 results on Aug 04, 2022
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,234, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 10x in the Semiconductor industry in Japan. Total returns to shareholders of 44% over the past three years.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥896, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 10x in the Semiconductor industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥18.21 (vs JP¥6.29 in 1Q 2021)First quarter 2022 results: EPS: JP¥18.21 (up from JP¥6.29 in 1Q 2021). Revenue: JP¥1.22b (up 50% from 1Q 2021). Net income: JP¥197.0m (up 190% from 1Q 2021). Profit margin: 16% (up from 8.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
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. 8 non-independent directors. Independent External Director Yutaka Funada was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 20THine Electronics, Inc. to Report Q1, 2022 Results on May 10, 2022THine Electronics, Inc. announced that they will report Q1, 2022 results on May 10, 2022
お知らせ • Feb 09THine Electronics, Inc., Annual General Meeting, Mar 25, 2022THine Electronics, Inc., Annual General Meeting, Mar 25, 2022.
Reported Earnings • Feb 08Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥67.25 (up from JP¥64.48 loss in FY 2020). Revenue: JP¥4.44b (up 54% from FY 2020). Net income: JP¥727.0m (up JP¥1.42b from FY 2020). Profit margin: 16% (up from net loss in FY 2020). 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 fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.5%).
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS JP¥16.37 (vs JP¥14.62 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.31b (up 86% from 3Q 2020). Net income: JP¥177.0m (up JP¥335.0m from 3Q 2020). Profit margin: 14% (up from net loss in 3Q 2020). 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.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS JP¥15.26 (vs JP¥6.48 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.05b (up 8.4% from 2Q 2020). Net income: JP¥165.0m (up JP¥235.0m from 2Q 2020). Profit margin: 16% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 58% 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.
分析記事 • May 09We're Hopeful That THine Electronics (TYO:6769) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Reported Earnings • May 09First quarter 2021 earnings released: EPS JP¥6.29 (vs JP¥9.25 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥814.0m (up 45% from 1Q 2020). Net income: JP¥68.0m (up JP¥168.0m from 1Q 2020). Profit margin: 8.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 09THine Electronics, Inc., Annual General Meeting, Mar 26, 2021THine Electronics, Inc., Annual General Meeting, Mar 26, 2021.
Reported Earnings • Feb 08Full year 2020 earnings released: JP¥64.48 loss per share (vs JP¥17.02 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥2.88b (down 41% from FY 2019). Net loss: JP¥697.0m (down 479% from profit in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 08Revenue behind estimatesRevenue missed analyst estimates by 0.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 39%, compared to a 11% growth forecast for the Semiconductor industry in Japan.
分析記事 • Feb 05Is THine Electronics, Inc. (TYO:6769) At Risk Of Cutting Its Dividend?Is THine Electronics, Inc. ( TYO:6769 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
お知らせ • Jan 24THine Electronics, Inc. to Report Fiscal Year 2020 Results on Feb 05, 2021THine Electronics, Inc. announced that they will report fiscal year 2020 results on Feb 05, 2021
Is New 90 Day High Low • Jan 18New 90-day high: JP¥760The company is up 2.0% from its price of JP¥747 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 46% over the same period.
分析記事 • Jan 01Reflecting on THine Electronics' (TYO:6769) Share Price Returns Over The Last Five YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...
Reported Earnings • Nov 15Third quarter 2020 earnings released: JP¥14.62 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: JP¥703.0m (down 44% from 3Q 2019). Net loss: JP¥158.0m (down 266% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 15Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 41%. Earnings per share (EPS) exceeded analyst estimates by 131%. Over the next year, revenue is forecast to grow 16%, compared to a 6.4% growth forecast for the Semiconductor industry in Japan.
Is New 90 Day High Low • Nov 09New 90-day low: JP¥670The company is down 19% from its price of JP¥832 on 11 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 14% over the same period.
Analyst Estimate Surprise Post Earnings • Nov 08Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 41%. Earnings per share (EPS) exceeded analyst estimates by 131%. Over the next year, revenue is forecast to grow 16%, compared to a 6.1% growth forecast for the Semiconductor industry in Japan.
Reported Earnings • Nov 08Third quarter 2020 earnings released: JP¥14.62 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: JP¥703.0m (down 44% from 3Q 2019). Net loss: JP¥158.0m (down 266% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 20New 90-day low: JP¥747The company is down 14% from its price of JP¥871 on 22 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 1.0% over the same period.
お知らせ • Jul 26THine Electronics, Inc. to Report Q2, 2020 Results on Aug 07, 2020THine Electronics, Inc. announced that they will report Q2, 2020 results on Aug 07, 2020
