Yamaichi ElectronicsLtd（6941）株式概要山一電機株式会社は、テスト製品、コネクタ製品、光関連製品を製造し、国内外に販売しています。 詳細6941 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金3/6報酬株価収益率（ 16.8 x）は、 Semiconductor業界平均（ 25.9 x）を下回っています。収益は年間5.05%増加すると予測されています 過去1年間で収益は73.1%増加しました 同業他社や業界と比較して、良好な取引価格 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すべてのリスクチェックを見る6941 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¥8.28k7.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture078b2016201920222025202620282031Revenue JP¥78.5bEarnings JP¥13.5bAdvancedSet Fair ValueView all narrativesYamaichi Electronics Co.,Ltd. 競合他社Mitsui High-tecSymbol: TSE:6966Market cap: JP¥136.3bRS TechnologiesSymbol: TSE:3445Market cap: JP¥173.7bTera ProbeSymbol: TSE:6627Market cap: JP¥98.7bMegaChipsSymbol: TSE:6875Market cap: JP¥180.7b価格と性能株価の高値、安値、推移の概要Yamaichi ElectronicsLtd過去の株価現在の株価JP¥8,280.0052週高値JP¥11,330.0052週安値JP¥2,266.00ベータ0.851ヶ月の変化-19.14%3ヶ月変化-1.19%1年変化264.12%3年間の変化305.09%5年間の変化411.11%IPOからの変化144.18%最新ニュースお知らせ • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 10Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥9,530, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 441% over the past three years.分析記事 • Feb 09Yamaichi ElectronicsLtd (TSE:6941) Will Pay A Larger Dividend Than Last Year At ¥97.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥97.00 on...分析記事 • Feb 08There's Reason For Concern Over Yamaichi Electronics Co.,Ltd.'s (TSE:6941) Massive 56% Price JumpYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders have had their patience rewarded with a 56% share price jump in...最新情報をもっと見るRecent updatesお知らせ • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 10Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥9,530, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 441% over the past three years.分析記事 • Feb 09Yamaichi ElectronicsLtd (TSE:6941) Will Pay A Larger Dividend Than Last Year At ¥97.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥97.00 on...分析記事 • Feb 08There's Reason For Concern Over Yamaichi Electronics Co.,Ltd.'s (TSE:6941) Massive 56% Price JumpYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders have had their patience rewarded with a 56% share price jump in...Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥126 (vs JP¥19.54 in 3Q 2025)Third quarter 2026 results: EPS: JP¥126 (up from JP¥19.54 in 3Q 2025). Revenue: JP¥12.9b (up 50% from 3Q 2025). Net income: JP¥2.33b (up 492% from 3Q 2025). Profit margin: 18% (up from 4.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% 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 6% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 338% over the past three years.分析記事 • Jan 18Yamaichi ElectronicsLtd (TSE:6941) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Dec 31Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥70.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥70.00 on...Price Target Changed • Dec 27Price target increased by 26% to JP¥5,100Up from JP¥4,050, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥5,880. Stock is up 150% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥259 last year.分析記事 • Dec 16Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...お知らせ • Dec 16Yamaichi Electronics Co.,Ltd. to Report Q3, 2026 Results on Feb 04, 2026Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026分析記事 • Nov 30Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Nov 29First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (38% cash payout ratio). 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 grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥5,970, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,068 per share.Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥101 (vs JP¥44.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥101 (up from JP¥44.74 in 2Q 2025). Revenue: JP¥12.1b (down 3.0% from 2Q 2025). Net income: JP¥1.86b (up 105% from 2Q 2025). Profit margin: 15% (up from 7.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% 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 38% per year, which means it is well ahead of earnings.New Risk • Nov 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).分析記事 • Oct 30Yamaichi Electronics Co.,Ltd.'s (TSE:6941) P/E Is Still On The Mark Following 27% Share Price BounceDespite an already strong run, Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,500, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,195 per share.お知らせ • Sep 30Yamaichi Electronics Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥151 (vs JP¥156 in 1Q 2025)First quarter 2026 results: EPS: JP¥151 (down from JP¥156 in 1Q 2025). Revenue: JP¥14.7b (down 3.1% from 1Q 2025). Net income: JP¥2.79b (down 12% from 1Q 2025). Profit margin: 19% (down from 21% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.分析記事 • Jul 24Yamaichi ElectronicsLtd (TSE:6941) Has Affirmed Its Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...分析記事 • Jul 10Yamaichi ElectronicsLtd (TSE:6941) Is Due To Pay A Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...Declared Dividend • Jul 09Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Jun 29Yamaichi Electronics Co.,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,416, 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 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,494 per share.お知らせ • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025.New Risk • Apr 07New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,709, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Semiconductor industry in Japan. Total returns to shareholders of 15% over the past three years.お知らせ • Mar 21Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 1,250,000 shares, representing 6.36% for ¥2,500 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 6.36% of its issued share capital, for ¥ 2,500 million. The purpose of the program is to increase corporate value and implement a flexible capital policy that takes into account capital costs and stock prices. The program is valid till May 31, 2025. As of March 21, 2025, there are 19,647,444 outstanding shares (excluding treasury stock) and 2,182,331 treasury shares.Upcoming Dividend • Mar 21Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Mar 20Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥49.5b to JP¥46.0b. EPS estimate also fell from JP¥302 per share to JP¥249 per share. Net income forecast to grow 14% next year vs 7.6% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,150. Share price fell 5.0% to JP¥2,120 over the past week.Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥19.54 (vs JP¥9.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.54 (up from JP¥9.29 in 3Q 2024). Revenue: JP¥8.56b (up 1.8% from 3Q 2024). Net income: JP¥393.0m (up 107% from 3Q 2024). Profit margin: 4.6% (up from 2.3% in 3Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Feb 05Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 450,000 shares, representing 2.24% for KRW 1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 2.24% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until July 31, 2025. As of December 31, 2024, the company had 20,097,469 shares in issue (excluding treasury stock) and 1,732,306 shares in treasury.分析記事 • Dec 30Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) will increase its dividend from last year's comparable payment on the 27th...分析記事 • Dec 14Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be increasing its dividend from last year's...お知らせ • Dec 14Yamaichi Electronics Co.,Ltd. to Report Q3, 2025 Results on Feb 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025分析記事 • Nov 30Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥54.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥54.00 on...Declared Dividend • Nov 30First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (5% earnings payout ratio) and cash flows (40% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥44.74 (vs JP¥41.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.74 (up from JP¥41.60 in 2Q 2024). Revenue: JP¥12.5b (up 27% from 2Q 2024). Net income: JP¥909.0m (up 6.8% from 2Q 2024). Profit margin: 7.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Sep 21Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...お知らせ • Sep 20Yamaichi Electronics Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).分析記事 • Sep 06Is Yamaichi ElectronicsLtd (TSE:6941) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥156 (vs JP¥16.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥156 (up from JP¥16.76 in 1Q 2024). Revenue: JP¥15.1b (up 72% from 1Q 2024). Net income: JP¥3.18b (up JP¥2.84b from 1Q 2024). Profit margin: 21% (up from 3.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% 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 16% per year, which means it is well ahead of earnings.分析記事 • Aug 05Yamaichi Electronics Co.,Ltd. (TSE:6941) Shares Slammed 27% But Getting In Cheap Might Be Difficult RegardlessYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders won't be pleased to see that the share price has had a very...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,357, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 60% over the past three years.分析記事 • Jul 26Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00Yamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...分析記事 • Jul 12Yamaichi Electronics' (TSE:6941) Dividend Will Be Increased To ¥35.00The board of Yamaichi Electronics Co., Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...New Risk • Jun 22New 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 7.4% 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 Risk Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (5.7% net profit margin).お知らせ • Jun 17Yamaichi Electronics Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Buy Or Sell Opportunity • May 30Now 21% undervaluedOver the last 90 days, the stock has risen 52% to JP¥3,475. The fair value is estimated to be JP¥4,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.分析記事 • May 23Analysts Just Made An Incredible Upgrade To Their Yamaichi Electronics Co., Ltd. (TSE:6941) ForecastsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shareholders will have a reason to smile today, with the analysts making...Major Estimate Revision • May 23Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥41.5b to JP¥46.0b. EPS estimate increased from JP¥161 to JP¥245 per share. Net income forecast to grow 143% next year vs 17% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 6.7% to JP¥3,655 over the past week.分析記事 • May 21Yamaichi Electronics Co., Ltd.'s (TSE:6941) 48% Jump Shows Its Popularity With InvestorsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shares have continued their recent momentum with a 48% gain in the last...Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥100 (down from JP¥346 in FY 2023). Revenue: JP¥36.4b (down 23% from FY 2023). Net income: JP¥2.06b (down 71% from FY 2023). Profit margin: 5.7% (down from 15% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% 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 • May 16Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,270, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,150 per share.お知らせ • May 15Yamaichi Electronics Co., Ltd. (TSE:6941) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until December 31, 2024. As of March 31, 2024, the company had 20,443,377 shares in issue (excluding treasury stock) and 1,386,398 shares in treasury.分析記事 • Apr 30Yamaichi Electronics (TSE:6941) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock has risen 36% to JP¥2,495. The fair value is estimated to be JP¥3,157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.お知らせ • Mar 23Yamaichi Electronics Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Yamaichi Electronics Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥9.29 (vs JP¥30.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.29 (down from JP¥30.33 in 3Q 2023). Revenue: JP¥8.41b (down 15% from 3Q 2023). Net income: JP¥190.0m (down 70% from 3Q 2023). Profit margin: 2.3% (down from 6.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.お知らせ • Dec 28Yamaichi Electronics Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥41.60 (down from JP¥128 in 2Q 2023). Revenue: JP¥9.79b (down 30% from 2Q 2023). Net income: JP¥851.0m (down 68% from 2Q 2023). Profit margin: 8.7% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 23Yamaichi Electronics Co.,Ltd. to Report Q2, 2024 Results on Nov 07, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Major Estimate Revision • Sep 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.5b to JP¥38.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 53% next year vs 5.4% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 3.2% to JP¥1,781 over the past week.New Risk • Aug 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% 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 3.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (12% net profit margin).Major Estimate Revision • Aug 18Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥42.0b to JP¥38.5b. EPS estimate also fell from JP¥226 per share to JP¥166 per share. Net income forecast to shrink 28% next year vs 5.7% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.5% to JP¥1,781 over the past week.New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 18% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (12% net profit margin).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥16.76 (vs JP¥123 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.76 (down from JP¥123 in 1Q 2023). Revenue: JP¥8.82b (down 33% from 1Q 2023). Net income: JP¥347.0m (down 87% from 1Q 2023). Profit margin: 3.9% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,924, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,643 per share.お知らせ • Jun 23Yamaichi Electronics Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥346 (up from JP¥319 in FY 2022). Revenue: JP¥47.0b (up 19% from FY 2022). Net income: JP¥7.21b (up 6.5% from FY 2022). Profit margin: 15% (down from 17% 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 14%. Revenue is forecast to stay flat during the next 2 years compared to a 6.9% growth forecast for the Semiconductor industry in Japan. 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 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 14+ 1 more updateYamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥30.33 (vs JP¥88.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.33 (down from JP¥88.38 in 3Q 2022). Revenue: JP¥9.89b (down 2.6% from 3Q 2022). Net income: JP¥629.0m (down 66% from 3Q 2022). Profit margin: 6.4% (down from 18% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Dec 21Yamaichi Electronics Co.,Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% 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 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Toshihisa Yoda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% 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 52% 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 • Sep 22Yamaichi Electronics Co.,Ltd. to Report Q2, 2023 Results on Nov 14, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).Major Estimate Revision • Sep 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥48.0b to JP¥47.4b. EPS estimate rose from JP¥317 to JP¥351. Net income forecast to shrink 6.9% next year vs 6.1% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥5,500 unchanged from last update. Share price was steady at JP¥2,028 over the past week.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥123 (vs JP¥67.55 in 1Q 2022)First quarter 2023 results: EPS: JP¥123 (up from JP¥67.55 in 1Q 2022). Revenue: JP¥13.2b (up 48% from 1Q 2022). Net income: JP¥2.59b (up 79% from 1Q 2022). Profit margin: 20% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.4% compared to a 22% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 25Yamaichi Electronics Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • May 28Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 400,000 shares, representing 1.89% for ¥700 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 1.89% of its share capital, for ¥700 million. The company will repurchase its shares in order to return profits to shareholders by implementing agile capital policies and improving capital efficiency in response to changes in the business environment. The share repurchase program will run until September 30, 2022. As of March 31, 2022, the company had 21,136,490 shares outstanding (excluding treasury shares) and 2,193,285 shares in treasury.Reported Earnings • May 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥319 (up from JP¥121 in FY 2021). Revenue: JP¥39.6b (up 43% from FY 2021). Net income: JP¥6.77b (up 161% from FY 2021). Profit margin: 17% (up from 9.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 18Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥38.0b to JP¥41.0b. EPS estimate increased from JP¥238 to JP¥274 per share. Net income forecast to grow 6.7% next year vs 10% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,500 to JP¥4,500. Share price rose 5.5% to JP¥1,793 over the past week.お知らせ • May 15Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022.Price Target Changed • Apr 27Price target increased to JP¥3,500Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 116% above last closing price of JP¥1,623. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥287 for next year compared to JP¥121 last year.株主還元6941JP SemiconductorJP 市場7D-14.3%8.7%1.2%1Y264.1%248.4%42.1%株主還元を見る業界別リターン: 6941過去 1 年間で248.4 % の収益を上げたJP Semiconductor業界を上回りました。リターン対市場: 6941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 6941's price volatile compared to industry and market?6941 volatility6941 Average Weekly Movement11.7%Semiconductor Industry Average Movement9.5%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 6941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: 6941の weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19562,061Junichi Kameyawww.yamaichi.co.jp山一電機株式会社は、テスト、コネクタ、光関連製品を国内外に製造販売している。バーンイン、テスト用ICソケット、プローブカード、バーンイン、ボード保守・修理サービスを提供。また、携帯電話・スマートフォン、ゲーム機器、複合機・インクジェットプリンター、デジタルスチルカメラ・デジタルビデオカメラ、ノートPC・タブレットPC、半導体機器、計測機器、液晶テレビ、ネットワーク・放送機器、車載製品、産業機器、医療機器、太陽電池モジュールなど様々な用途向けに、FPC/FFC、カード、同軸、インターフェース、基板、基板対基板、光トランシーバー、基板対ケーブルなどのコネクターや生産用ICソケットを提供している。フレキシブルプリント基板、光学フィルター、波長可変レーザー光源、光学モジュールなどを提供している。同社は1956年に設立され、東京に本社を置く。もっと見るYamaichi Electronics Co.,Ltd. 基礎のまとめYamaichi ElectronicsLtd の収益と売上を時価総額と比較するとどうか。6941 基礎統計学時価総額JP¥152.33b収益（TTM）JP¥9.07b売上高(TTM)JP¥52.70b16.8xPER（株価収益率2.9xP/Sレシオ6941 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6941 損益計算書（TTM）収益JP¥52.70b売上原価JP¥31.30b売上総利益JP¥21.40bその他の費用JP¥12.33b収益JP¥9.07b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）493.17グロス・マージン40.61%純利益率17.22%有利子負債／自己資本比率6.8%6941 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1.6%現在の配当利回り22%配当性向6941 配当は確実ですか？6941 配当履歴とベンチマークを見る6941 、いつまでに購入すれば配当金を受け取れますか？Yamaichi ElectronicsLtd 配当日配当落ち日Mar 30 2026配当支払日Jun 26 2026配当落ちまでの日数56 days配当支払日までの日数32 days6941 配当は確実ですか？6941 配当履歴とベンチマークを見る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2026/05/23 09:40終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yamaichi Electronics Co.,Ltd. 3 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。3 アナリスト機関Shiho NamikawaDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Hidekazu MiyaharaMarusan Securities Co. Ltd.
お知らせ • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥9,530, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 441% over the past three years.
分析記事 • Feb 09Yamaichi ElectronicsLtd (TSE:6941) Will Pay A Larger Dividend Than Last Year At ¥97.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥97.00 on...
分析記事 • Feb 08There's Reason For Concern Over Yamaichi Electronics Co.,Ltd.'s (TSE:6941) Massive 56% Price JumpYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders have had their patience rewarded with a 56% share price jump in...
お知らせ • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥9,530, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 441% over the past three years.
分析記事 • Feb 09Yamaichi ElectronicsLtd (TSE:6941) Will Pay A Larger Dividend Than Last Year At ¥97.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥97.00 on...
分析記事 • Feb 08There's Reason For Concern Over Yamaichi Electronics Co.,Ltd.'s (TSE:6941) Massive 56% Price JumpYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders have had their patience rewarded with a 56% share price jump in...
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥126 (vs JP¥19.54 in 3Q 2025)Third quarter 2026 results: EPS: JP¥126 (up from JP¥19.54 in 3Q 2025). Revenue: JP¥12.9b (up 50% from 3Q 2025). Net income: JP¥2.33b (up 492% from 3Q 2025). Profit margin: 18% (up from 4.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% 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 6% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 338% over the past three years.
分析記事 • Jan 18Yamaichi ElectronicsLtd (TSE:6941) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 • Dec 31Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥70.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥70.00 on...
Price Target Changed • Dec 27Price target increased by 26% to JP¥5,100Up from JP¥4,050, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥5,880. Stock is up 150% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥259 last year.
分析記事 • Dec 16Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Dec 16Yamaichi Electronics Co.,Ltd. to Report Q3, 2026 Results on Feb 04, 2026Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026
分析記事 • Nov 30Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Nov 29First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (38% cash payout ratio). 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 grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥5,970, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,068 per share.
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥101 (vs JP¥44.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥101 (up from JP¥44.74 in 2Q 2025). Revenue: JP¥12.1b (down 3.0% from 2Q 2025). Net income: JP¥1.86b (up 105% from 2Q 2025). Profit margin: 15% (up from 7.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% 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 38% per year, which means it is well ahead of earnings.
New Risk • Nov 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).
分析記事 • Oct 30Yamaichi Electronics Co.,Ltd.'s (TSE:6941) P/E Is Still On The Mark Following 27% Share Price BounceDespite an already strong run, Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,500, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,195 per share.
お知らせ • Sep 30Yamaichi Electronics Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥151 (vs JP¥156 in 1Q 2025)First quarter 2026 results: EPS: JP¥151 (down from JP¥156 in 1Q 2025). Revenue: JP¥14.7b (down 3.1% from 1Q 2025). Net income: JP¥2.79b (down 12% from 1Q 2025). Profit margin: 19% (down from 21% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
分析記事 • Jul 24Yamaichi ElectronicsLtd (TSE:6941) Has Affirmed Its Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...
分析記事 • Jul 10Yamaichi ElectronicsLtd (TSE:6941) Is Due To Pay A Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...
Declared Dividend • Jul 09Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Jun 29Yamaichi Electronics Co.,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,416, 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 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,494 per share.
お知らせ • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025.
New Risk • Apr 07New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,709, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Semiconductor industry in Japan. Total returns to shareholders of 15% over the past three years.
お知らせ • Mar 21Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 1,250,000 shares, representing 6.36% for ¥2,500 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 6.36% of its issued share capital, for ¥ 2,500 million. The purpose of the program is to increase corporate value and implement a flexible capital policy that takes into account capital costs and stock prices. The program is valid till May 31, 2025. As of March 21, 2025, there are 19,647,444 outstanding shares (excluding treasury stock) and 2,182,331 treasury shares.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Mar 20Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥49.5b to JP¥46.0b. EPS estimate also fell from JP¥302 per share to JP¥249 per share. Net income forecast to grow 14% next year vs 7.6% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,150. Share price fell 5.0% to JP¥2,120 over the past week.
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥19.54 (vs JP¥9.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.54 (up from JP¥9.29 in 3Q 2024). Revenue: JP¥8.56b (up 1.8% from 3Q 2024). Net income: JP¥393.0m (up 107% from 3Q 2024). Profit margin: 4.6% (up from 2.3% in 3Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Feb 05Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 450,000 shares, representing 2.24% for KRW 1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 2.24% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until July 31, 2025. As of December 31, 2024, the company had 20,097,469 shares in issue (excluding treasury stock) and 1,732,306 shares in treasury.
分析記事 • Dec 30Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) will increase its dividend from last year's comparable payment on the 27th...
分析記事 • Dec 14Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be increasing its dividend from last year's...
お知らせ • Dec 14Yamaichi Electronics Co.,Ltd. to Report Q3, 2025 Results on Feb 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025
分析記事 • Nov 30Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥54.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥54.00 on...
Declared Dividend • Nov 30First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (5% earnings payout ratio) and cash flows (40% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥44.74 (vs JP¥41.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.74 (up from JP¥41.60 in 2Q 2024). Revenue: JP¥12.5b (up 27% from 2Q 2024). Net income: JP¥909.0m (up 6.8% from 2Q 2024). Profit margin: 7.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Sep 21Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...
お知らせ • Sep 20Yamaichi Electronics Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
分析記事 • Sep 06Is Yamaichi ElectronicsLtd (TSE:6941) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥156 (vs JP¥16.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥156 (up from JP¥16.76 in 1Q 2024). Revenue: JP¥15.1b (up 72% from 1Q 2024). Net income: JP¥3.18b (up JP¥2.84b from 1Q 2024). Profit margin: 21% (up from 3.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% 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 16% per year, which means it is well ahead of earnings.
分析記事 • Aug 05Yamaichi Electronics Co.,Ltd. (TSE:6941) Shares Slammed 27% But Getting In Cheap Might Be Difficult RegardlessYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders won't be pleased to see that the share price has had a very...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,357, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 60% over the past three years.
分析記事 • Jul 26Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00Yamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...
分析記事 • Jul 12Yamaichi Electronics' (TSE:6941) Dividend Will Be Increased To ¥35.00The board of Yamaichi Electronics Co., Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...
New Risk • Jun 22New 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 7.4% 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 Risk Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (5.7% net profit margin).
お知らせ • Jun 17Yamaichi Electronics Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Buy Or Sell Opportunity • May 30Now 21% undervaluedOver the last 90 days, the stock has risen 52% to JP¥3,475. The fair value is estimated to be JP¥4,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
分析記事 • May 23Analysts Just Made An Incredible Upgrade To Their Yamaichi Electronics Co., Ltd. (TSE:6941) ForecastsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shareholders will have a reason to smile today, with the analysts making...
Major Estimate Revision • May 23Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥41.5b to JP¥46.0b. EPS estimate increased from JP¥161 to JP¥245 per share. Net income forecast to grow 143% next year vs 17% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 6.7% to JP¥3,655 over the past week.
分析記事 • May 21Yamaichi Electronics Co., Ltd.'s (TSE:6941) 48% Jump Shows Its Popularity With InvestorsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shares have continued their recent momentum with a 48% gain in the last...
Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥100 (down from JP¥346 in FY 2023). Revenue: JP¥36.4b (down 23% from FY 2023). Net income: JP¥2.06b (down 71% from FY 2023). Profit margin: 5.7% (down from 15% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% 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 • May 16Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,270, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,150 per share.
お知らせ • May 15Yamaichi Electronics Co., Ltd. (TSE:6941) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until December 31, 2024. As of March 31, 2024, the company had 20,443,377 shares in issue (excluding treasury stock) and 1,386,398 shares in treasury.
分析記事 • Apr 30Yamaichi Electronics (TSE:6941) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock has risen 36% to JP¥2,495. The fair value is estimated to be JP¥3,157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
お知らせ • Mar 23Yamaichi Electronics Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Yamaichi Electronics Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥9.29 (vs JP¥30.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.29 (down from JP¥30.33 in 3Q 2023). Revenue: JP¥8.41b (down 15% from 3Q 2023). Net income: JP¥190.0m (down 70% from 3Q 2023). Profit margin: 2.3% (down from 6.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Dec 28Yamaichi Electronics Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥41.60 (down from JP¥128 in 2Q 2023). Revenue: JP¥9.79b (down 30% from 2Q 2023). Net income: JP¥851.0m (down 68% from 2Q 2023). Profit margin: 8.7% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 23Yamaichi Electronics Co.,Ltd. to Report Q2, 2024 Results on Nov 07, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Sep 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.5b to JP¥38.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 53% next year vs 5.4% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 3.2% to JP¥1,781 over the past week.
New Risk • Aug 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% 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 3.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (12% net profit margin).
Major Estimate Revision • Aug 18Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥42.0b to JP¥38.5b. EPS estimate also fell from JP¥226 per share to JP¥166 per share. Net income forecast to shrink 28% next year vs 5.7% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.5% to JP¥1,781 over the past week.
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 18% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (12% net profit margin).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥16.76 (vs JP¥123 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.76 (down from JP¥123 in 1Q 2023). Revenue: JP¥8.82b (down 33% from 1Q 2023). Net income: JP¥347.0m (down 87% from 1Q 2023). Profit margin: 3.9% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,924, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,643 per share.
お知らせ • Jun 23Yamaichi Electronics Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥346 (up from JP¥319 in FY 2022). Revenue: JP¥47.0b (up 19% from FY 2022). Net income: JP¥7.21b (up 6.5% from FY 2022). Profit margin: 15% (down from 17% 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 14%. Revenue is forecast to stay flat during the next 2 years compared to a 6.9% growth forecast for the Semiconductor industry in Japan. 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 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14+ 1 more updateYamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥30.33 (vs JP¥88.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.33 (down from JP¥88.38 in 3Q 2022). Revenue: JP¥9.89b (down 2.6% from 3Q 2022). Net income: JP¥629.0m (down 66% from 3Q 2022). Profit margin: 6.4% (down from 18% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Dec 21Yamaichi Electronics Co.,Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% 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 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Toshihisa Yoda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% 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 52% 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 • Sep 22Yamaichi Electronics Co.,Ltd. to Report Q2, 2023 Results on Nov 14, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
Major Estimate Revision • Sep 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥48.0b to JP¥47.4b. EPS estimate rose from JP¥317 to JP¥351. Net income forecast to shrink 6.9% next year vs 6.1% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥5,500 unchanged from last update. Share price was steady at JP¥2,028 over the past week.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥123 (vs JP¥67.55 in 1Q 2022)First quarter 2023 results: EPS: JP¥123 (up from JP¥67.55 in 1Q 2022). Revenue: JP¥13.2b (up 48% from 1Q 2022). Net income: JP¥2.59b (up 79% from 1Q 2022). Profit margin: 20% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.4% compared to a 22% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 25Yamaichi Electronics Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • May 28Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 400,000 shares, representing 1.89% for ¥700 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 1.89% of its share capital, for ¥700 million. The company will repurchase its shares in order to return profits to shareholders by implementing agile capital policies and improving capital efficiency in response to changes in the business environment. The share repurchase program will run until September 30, 2022. As of March 31, 2022, the company had 21,136,490 shares outstanding (excluding treasury shares) and 2,193,285 shares in treasury.
Reported Earnings • May 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥319 (up from JP¥121 in FY 2021). Revenue: JP¥39.6b (up 43% from FY 2021). Net income: JP¥6.77b (up 161% from FY 2021). Profit margin: 17% (up from 9.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 18Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥38.0b to JP¥41.0b. EPS estimate increased from JP¥238 to JP¥274 per share. Net income forecast to grow 6.7% next year vs 10% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,500 to JP¥4,500. Share price rose 5.5% to JP¥1,793 over the past week.
お知らせ • May 15Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022.
Price Target Changed • Apr 27Price target increased to JP¥3,500Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 116% above last closing price of JP¥1,623. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥287 for next year compared to JP¥121 last year.
