View Financial HealthYamaichi ElectronicsLtd 配当と自社株買い配当金 基準チェック /46Yamaichi ElectronicsLtdは配当を支払う会社で、現在の利回りは2%ですが、利益によって十分にカバーされています。次の支払い日は 30th November, 2026で、権利落ち日は29th September, 2026 。主要情報2.0%配当利回り1.1%バイバック利回り総株主利回り3.1%将来の配当利回り2.2%配当成長17.3%次回配当支払日30 Nov 26配当落ち日29 Sep 26一株当たり配当金n/a配当性向26%最近の配当と自社株買いの更新Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 30th November 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 (30% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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%).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 • 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...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...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...すべての更新を表示Recent updatesReported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥234 (vs JP¥151 in 1Q 2026)First quarter 2027 results: EPS: JP¥234 (up from JP¥151 in 1Q 2026). Revenue: JP¥19.9b (up 36% from 1Q 2026). Net income: JP¥4.33b (up 55% from 1Q 2026). Profit margin: 22% (up from 19% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 05Now 28% overvaluedOver the last 90 days, the stock has fallen 3.7% to JP¥10,240. The fair value is estimated to be JP¥7,993, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥7,410, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Semiconductor industry in Japan. Total returns to shareholders of 251% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,087 per share.New Risk • Jul 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 30th November 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 (30% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥10,560, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Semiconductor industry in Japan. Total returns to shareholders of 391% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,335 per share.Price Target Changed • Jun 19Price target increased by 33% to JP¥5,400Up from JP¥4,050, the current price target is an average from 2 analysts. New target price is 49% below last closing price of JP¥10,560. Stock is up 307% over the past year. The company is forecast to post earnings per share of JP¥524 for next year compared to JP¥492 last year.Board Change • Jun 19Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 5 independent directors (6 non-independent directors). Independent Outside Director Suzue Fujimori was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jun 17Yamaichi Electronics Co.,Ltd. to Report Q1, 2027 Results on Aug 05, 2026Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2027 results on Aug 05, 2026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, 2022配当金の支払いについて今日Aug 15 2026配当落ち日Sep 29 2026配当支払日Nov 30 202662 days 配当落ちから次の44 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 6941の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 6941の配当金は過去10年間にわたって増加しています。配当利回り対市場Yamaichi ElectronicsLtd 配当利回り対市場6941 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (6941)2.0%市場下位25% (JP)1.8%市場トップ25% (JP)3.7%業界平均 (Semiconductor)0.8%アナリスト予想 (6941) (最長3年)2.2%注目すべき配当: 6941の配当金 ( 2% ) はJP市場の配当金支払者の下位 25% ( 1.76% ) よりも高くなっています。高配当: 6941の配当金 ( 2% ) はJP市場の配当金支払者の上位 25% ( 3.75% ) と比較すると低いです。株主への利益配当収益カバレッジ: 6941の 配当性向 ( 25.7% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 6941の 現金配当性向 ( 41.5% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management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2026/08/14 14:40終値2026/08/14 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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.
Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 30th November 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 (30% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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%).
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 • 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...
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...
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...
Reported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥234 (vs JP¥151 in 1Q 2026)First quarter 2027 results: EPS: JP¥234 (up from JP¥151 in 1Q 2026). Revenue: JP¥19.9b (up 36% from 1Q 2026). Net income: JP¥4.33b (up 55% from 1Q 2026). Profit margin: 22% (up from 19% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 05Now 28% overvaluedOver the last 90 days, the stock has fallen 3.7% to JP¥10,240. The fair value is estimated to be JP¥7,993, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥7,410, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Semiconductor industry in Japan. Total returns to shareholders of 251% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,087 per share.
New Risk • Jul 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Jul 25Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2026 Payment date: 30th November 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 (30% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥10,560, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Semiconductor industry in Japan. Total returns to shareholders of 391% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,335 per share.
Price Target Changed • Jun 19Price target increased by 33% to JP¥5,400Up from JP¥4,050, the current price target is an average from 2 analysts. New target price is 49% below last closing price of JP¥10,560. Stock is up 307% over the past year. The company is forecast to post earnings per share of JP¥524 for next year compared to JP¥492 last year.
Board Change • Jun 19Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 5 independent directors (6 non-independent directors). Independent Outside Director Suzue Fujimori was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jun 17Yamaichi Electronics Co.,Ltd. to Report Q1, 2027 Results on Aug 05, 2026Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2027 results on Aug 05, 2026
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