Inter Action（7725）株式概要株式会社インターアクションは、半導体製造工程を画像化する検査用照明器具の開発・製造・国内販売を行っています。 詳細7725 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績1/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より32.6%で取引されている 収益は年間33.09%増加すると予測されています 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不安定な配当実績 利益率(11.3%)は昨年より低い(18.2%) すべてのリスクチェックを見る7725 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.83k40.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture012b2016201920222025202620282031Revenue JP¥12.1bEarnings JP¥1.4bAdvancedSet Fair ValueView all narrativesInter Action Corporation 競合他社Y.A.C. HoldingsSymbol: TSE:6298Market cap: JP¥22.7bNPCSymbol: TSE:6255Market cap: JP¥14.9bTESECSymbol: TSE:6337Market cap: JP¥12.6bSK-ElectronicsLTDSymbol: TSE:6677Market cap: JP¥33.2b価格と性能株価の高値、安値、推移の概要Inter Action過去の株価現在の株価JP¥1,831.0052週高値JP¥2,288.0052週安値JP¥1,103.00ベータ0.781ヶ月の変化6.58%3ヶ月変化24.14%1年変化56.10%3年間の変化29.58%5年間の変化-22.42%IPOからの変化142.52%最新ニュースBuy Or Sell Opportunity • May 12Now 25% undervaluedOver the last 90 days, the stock has risen 38% to JP¥2,065. The fair value is estimated to be JP¥2,764, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.New Risk • May 11New 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 6.9% 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 (6.9% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,270, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 85% over the past three years.お知らせ • May 10Inter Action Corporation to Report Fiscal Year 2026 Results on Jul 13, 2026Inter Action Corporation announced that they will report fiscal year 2026 results on Jul 13, 2026Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥26.70 (vs JP¥7.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.70 (up from JP¥7.02 in 3Q 2025). Revenue: JP¥1.57b (up 25% from 3Q 2025). Net income: JP¥271.0m (up 252% from 3Q 2025). Profit margin: 17% (up from 6.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,641, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 31% over the past three years.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 12Now 25% undervaluedOver the last 90 days, the stock has risen 38% to JP¥2,065. The fair value is estimated to be JP¥2,764, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.New Risk • May 11New 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 6.9% 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 (6.9% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,270, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 85% over the past three years.お知らせ • May 10Inter Action Corporation to Report Fiscal Year 2026 Results on Jul 13, 2026Inter Action Corporation announced that they will report fiscal year 2026 results on Jul 13, 2026Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥26.70 (vs JP¥7.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.70 (up from JP¥7.02 in 3Q 2025). Revenue: JP¥1.57b (up 25% from 3Q 2025). Net income: JP¥271.0m (up 252% from 3Q 2025). Profit margin: 17% (up from 6.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,641, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 31% over the past three years.お知らせ • Apr 03Inter Action Corporation to Report Q3, 2026 Results on Apr 10, 2026Inter Action Corporation announced that they will report Q3, 2026 results on Apr 10, 2026Declared Dividend • Feb 17First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 28th May 2026 Payment date: 25th August 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. EPS is expected to grow by 115% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Feb 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. President, CEO & Representative Director Nobuo Kiji is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Jan 20Investors Can Find Comfort In Inter Action's (TSE:7725) Earnings QualityThe market was pleased with the recent earnings report from Inter Action Corporation ( TSE:7725 ), despite the profit...Reported Earnings • Jan 10Second quarter 2026 earnings released: EPS: JP¥17.43 (vs JP¥26.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.43 (down from JP¥26.97 in 2Q 2025). Revenue: JP¥1.08b (down 36% from 2Q 2025). Net income: JP¥176.7m (down 40% from 2Q 2025). Profit margin: 16% (down from 18% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.Upcoming Dividend • Nov 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 November 2025. Payment date: 17 February 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).お知らせ • Nov 05Inter Action Corporation to Report Q2, 2026 Results on Jan 09, 2026Inter Action Corporation announced that they will report Q2, 2026 results on Jan 09, 2026Board Change • Oct 15High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. President, CEO & Representative Director Nobuo Kiji is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 11First quarter 2026 earnings released: EPS: JP¥4.41 (vs JP¥48.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.41 (down from JP¥48.62 in 1Q 2025). Revenue: JP¥1.05b (down 56% from 1Q 2025). Net income: JP¥47.0m (down 91% from 1Q 2025). Profit margin: 4.5% (down from 23% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Declared Dividend • Sep 08Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th November 2025 Payment date: 17th February 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.7% over the next 3 years. However, it would need to fall by 47% to increase the payout ratio to a potentially unsustainable range.New Risk • Sep 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% 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: Major Risk Earnings are forecast to decline by an average of 1.8% 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. Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥13.9b market cap, or US$93.3m).お知らせ • Aug 06Inter Action Corporation to Report Q1, 2026 Results on Oct 10, 2025Inter Action Corporation announced that they will report Q1, 2026 results on Oct 10, 2025分析記事 • Jul 18There May Be Some Bright Spots In Inter Action's (TSE:7725) EarningsShareholders appeared unconcerned with Inter Action Corporation's ( TSE:7725 ) lackluster earnings report last week. We...分析記事 • Jul 16Inter Action Corporation (TSE:7725) Analysts Are More Bearish Than They Used To BeOne thing we could say about the analysts on Inter Action Corporation ( TSE:7725 ) - they aren't optimistic, having...分析記事 • Jul 15Inter Action Corporation (TSE:7725) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportInter Action Corporation ( TSE:7725 ) shareholders are probably feeling a little disappointed, since its shares fell...New Risk • Jul 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.0% 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 4.0% 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. Market cap is less than US$100m (JP¥14.5b market cap, or US$98.5m).Reported Earnings • Jul 14Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥89.43 (down from JP¥104 in FY 2024). Revenue: JP¥6.67b (down 14% from FY 2024). Net income: JP¥979.0m (down 14% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 11+ 1 more updateInter Action Corporation, Annual General Meeting, Aug 22, 2025Inter Action Corporation, Annual General Meeting, Aug 22, 2025.New Risk • Jul 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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: Major Risk Earnings are forecast to decline by an average of 5.0% 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. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥14.3b market cap, or US$99.0m).お知らせ • Jul 03Chikuho Trading Inc. completed the acquisition of Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725).Chikuho Trading Inc. agreed to acquire Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) for ¥210 million on June 11, 2025. A cash consideration of ¥210 million will be paid by Chikuho Trading Inc. As part of consideration, ¥210 million is paid towards common equity of Air Gases Technos Co., Ltd. For the period ending December 31, 2024, Air Gases Technos Co., Ltd. reported total revenue of ¥911 million, EBIT of ¥29 million and net income of ¥43 million. As of December 31, 2024, Air Gases Technos Co., Ltd. reported total assets of ¥682 million and total common equity of ¥288 million. The expected completion of the transaction is June 30, 2025. As of June 26, 2025, date of execution of share transfer has been revised to July 2, 2025. Chikuho Trading Inc. completed the acquisition of Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) on July 2, 2025.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,332, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Semiconductor industry in Japan. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,281 per share.分析記事 • Jun 20Here's What's Concerning About Inter Action's (TSE:7725) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...お知らせ • Jun 11Chikuho Trading Inc. agreed to acquire Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) for ¥210 million.Chikuho Trading Inc. agreed to acquire Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) for ¥210 million on June 11, 2025. A cash consideration of ¥210 million will be paid by Chikuho Trading Inc. As part of consideration, ¥210 million is paid towards common equity of Air Gases Technos Co., Ltd. For the period ending December 31, 2024, Air Gases Technos Co., Ltd. reported total revenue of ¥911 million, EBIT of ¥29 million and net income of ¥43 million. As of December 31, 2024, Air Gases Technos Co., Ltd. reported total assets of ¥682 million and total common equity of ¥288 million. The expected completion of the transaction is June 30, 2025.Upcoming Dividend • May 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 26 August 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).分析記事 • May 20Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥25.00Inter Action Corporation ( TSE:7725 ) will pay a dividend of ¥25.00 on the 26th of August. The dividend yield will be...分析記事 • May 02Inter Action (TSE:7725) Will Pay A Dividend Of ¥25.00Inter Action Corporation's ( TSE:7725 ) investors are due to receive a payment of ¥25.00 per share on 26th of August...お知らせ • May 01Inter Action Corporation to Report Fiscal Year 2025 Results on Jul 11, 2025Inter Action Corporation announced that they will report fiscal year 2025 results on Jul 11, 2025New Risk • Apr 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% 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 8.1% 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. Market cap is less than US$100m (JP¥11.8b market cap, or US$82.2m).Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥7.02 (vs JP¥25.71 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.02 (down from JP¥25.71 in 3Q 2024). Revenue: JP¥1.26b (down 34% from 3Q 2024). Net income: JP¥77.0m (down 73% from 3Q 2024). Profit margin: 6.1% (down from 15% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 8.0% 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 fallen by 16% per year, which means it is significantly lagging earnings.分析記事 • Apr 12Inter Action (TSE:7725) Is Due To Pay A Dividend Of ¥25.00The board of Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend of ¥25.00 per share on the...お知らせ • Apr 12Inter Action Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Inter Action Corporation provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales of JPY 6,696 million, operating profit of JPY 1,306 million, profit attributable to owners of parent of JPY 906 million and profit per share of JPY 82.84.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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% 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. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥11.0b market cap, or US$75.5m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,014, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Semiconductor industry in Japan. Total loss to shareholders of 43% over the past three years.分析記事 • Mar 21Inter Action (TSE:7725) Has Announced A Dividend Of ¥25.00The board of Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend on the 26th of August...分析記事 • Feb 18Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥25.00Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of...Declared Dividend • Feb 18First half dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 29th May 2025 Payment date: 26th August 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 37% over the next 3 years. However, it would need to fall by 75% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Feb 05Price target decreased by 8.3% to JP¥1,650Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥1,098. Stock is down 2.4% over the past year. The company is forecast to post earnings per share of JP¥86.60 for next year compared to JP¥104 last year.お知らせ • Feb 04Inter Action Corporation to Report Q3, 2025 Results on Apr 11, 2025Inter Action Corporation announced that they will report Q3, 2025 results on Apr 11, 2025New Risk • Feb 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% 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 2.0% 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. Market cap is less than US$100m (JP¥11.8b market cap, or US$76.3m).Reported Earnings • Jan 12Second quarter 2025 earnings released: EPS: JP¥26.97 (vs JP¥10.94 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.97 (up from JP¥10.94 in 2Q 2024). Revenue: JP¥1.69b (up 36% from 2Q 2024). Net income: JP¥295.4m (up 148% from 2Q 2024). Profit margin: 18% (up from 9.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Jan 10Inter Action Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Inter Action Corporation revised consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales of JPY 6,696 million, operating profit of JPY 1,306 million, profit attributable to owners of parent of JPY 906 million and profit per share of JPY 82.85.Board Change • Dec 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuriko Oda was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 November 2024. Payment date: 19 February 2025. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).分析記事 • Oct 30Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥10.00Inter Action Corporation's ( TSE:7725 ) investors are due to receive a payment of ¥10.00 per share on 19th of February...お知らせ • Oct 26Inter Action Corporation to Report Q2, 2025 Results on Jan 10, 2025Inter Action Corporation announced that they will report Q2, 2025 results on Jan 10, 2025分析記事 • Oct 22Time To Worry? Analysts Just Downgraded Their Inter Action Corporation (TSE:7725) OutlookToday is shaping up negative for Inter Action Corporation ( TSE:7725 ) shareholders, with the analysts delivering a...Major Estimate Revision • Oct 22Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥7.45b to JP¥6.70b. EPS estimate fell from JP¥89.50 to JP¥84.90 per share. Net income forecast to shrink 35% next year vs 18% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥1,800 unchanged from last update. Share price fell 9.7% to JP¥1,088 over the past week.分析記事 • Oct 16Inter Action (TSE:7725) Is Due To Pay A Dividend Of ¥10.00Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend of ¥10.00 per share on the 19th of...Reported Earnings • Oct 15First quarter 2025 earnings released: EPS: JP¥48.62 (vs JP¥13.84 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.62 (up from JP¥13.84 in 1Q 2024). Revenue: JP¥2.35b (up 35% from 1Q 2024). Net income: JP¥529.6m (up 253% from 1Q 2024). Profit margin: 23% (up from 8.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% 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 6% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.分析記事 • Sep 19Inter Action (TSE:7725) Will Pay A Dividend Of ¥10.00Inter Action Corporation ( TSE:7725 ) will pay a dividend of ¥10.00 on the 19th of February. This means the annual...Declared Dividend • Sep 19Final dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 28th November 2024 Payment date: 19th February 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 07Analysts Are More Bearish On Inter Action Corporation (TSE:7725) Than They Used To BeOne thing we could say about the analysts on Inter Action Corporation ( TSE:7725 ) - they aren't optimistic, having...Major Estimate Revision • Aug 07Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥8.57b to JP¥7.60b. EPS estimate fell from JP¥111 to JP¥84.05 per share. Net income forecast to shrink 19% next year vs 21% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥2,300 unchanged from last update. Share price fell 16% to JP¥1,146 over the past week.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,141, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥468 per share.分析記事 • Aug 03Inter Action Corporation (TSE:7725) Not Doing Enough For Some Investors As Its Shares Slump 25%Inter Action Corporation ( TSE:7725 ) shareholders that were waiting for something to happen have been dealt a blow...お知らせ • Jul 27Inter Action Corporation to Report Q1, 2025 Results on Oct 11, 2024Inter Action Corporation announced that they will report Q1, 2025 results on Oct 11, 2024Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,329, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total loss to shareholders of 39% over the past three years.分析記事 • Jul 19Inter Action's (TSE:7725) Solid Earnings May Rest On Weak FoundationsThe market shrugged off Inter Action Corporation's ( TSE:7725 ) solid earnings report. We did some digging and believe...Reported Earnings • Jul 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥104 (up from JP¥90.11 in FY 2023). Revenue: JP¥7.75b (up 13% from FY 2023). Net income: JP¥1.13b (up 15% from FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 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 6% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 13Inter Action Corporation, Annual General Meeting, Aug 23, 2024Inter Action Corporation, Annual General Meeting, Aug 23, 2024.お知らせ • Jul 12+ 1 more updateInter Action Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Inter Action Corporation provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales of JPY 6,493 million, operating profit of JPY 844 million, profit attributable to owners of parent of JPY 559 million and profit per share of JPY 51.37.分析記事 • Jun 19Inter Action (TSE:7725) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Upcoming Dividend • May 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.1%).分析記事 • May 05Inter Action (TSE:7725) Will Pay A Dividend Of ¥25.00Inter Action Corporation ( TSE:7725 ) will pay a dividend of ¥25.00 on the 26th of August. Based on this payment, the...お知らせ • May 03Inter Action Corporation to Report Fiscal Year 2024 Results on Jul 12, 2024Inter Action Corporation announced that they will report fiscal year 2024 results on Jul 12, 2024分析記事 • Apr 20Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥25.00The board of Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend on the 26th of August...Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,588, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,117 per share.Major Estimate Revision • Apr 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥7.03b to JP¥7.80b. EPS estimate increased from JP¥63.53 to JP¥101 per share. Net income forecast to grow 52% next year vs 18% growth forecast for Semiconductor industry in Japan. Consensus price target of JP¥1,550 unchanged from last update. Share price rose 24% to JP¥1,588 over the past week.分析記事 • Apr 19Inter Action Corporation's (TSE:7725) P/E Is Still On The Mark Following 32% Share Price BounceInter Action Corporation ( TSE:7725 ) shares have continued their recent momentum with a 32% gain in the last month...分析記事 • Apr 17Forecast: Analysts Think Inter Action Corporation's (TSE:7725) Business Prospects Have Improved DrasticallyCelebrations may be in order for Inter Action Corporation ( TSE:7725 ) shareholders, with the analysts delivering a...Buy Or Sell Opportunity • Apr 15Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥1,512. The fair value is estimated to be JP¥1,108, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Reported Earnings • Apr 14Third quarter 2024 earnings released: EPS: JP¥25.68 (vs JP¥35.02 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.68 (down from JP¥35.02 in 3Q 2023). Revenue: JP¥1.90b (down 7.8% from 3Q 2023). Net income: JP¥279.7m (down 27% from 3Q 2023). Profit margin: 15% (down from 19% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 20% per year.Price Target Changed • Mar 29Price target increased by 11% to JP¥1,550Up from JP¥1,400, the current price target is an average from 2 analysts. New target price is 17% above last closing price of JP¥1,325. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥63.53 for next year compared to JP¥90.11 last year.分析記事 • Feb 28Inter Action (TSE:7725) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 28Inter Action Corporation to Report Q3, 2024 Results on Apr 12, 2024Inter Action Corporation announced that they will report Q3, 2024 results on Apr 12, 2024New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (5.6% average weekly change). Market cap is less than US$100m (JP¥12.5b market cap, or US$85.5m).Reported Earnings • Jan 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥10.94 (up from JP¥7.16 in 2Q 2023). Revenue: JP¥1.24b (up 10% from 2Q 2023). Net income: JP¥119.1m (up 53% from 2Q 2023). Profit margin: 9.6% (up from 6.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 12+ 1 more updateInter Action Corporation Provides Consolidated Earnings Guidance for the Year Ending May 31, 2024Inter Action Corporation provided consolidated earnings guidance for the year ending May 31, 2024. For the year, the company expects net sales of JPY 7,058 million, operating profit of JPY 1,037 million and profit attributable to owners of parent of JPY 655 million or JPY 60.28 per share.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,083, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total loss to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,082 per share.お知らせ • Oct 29Inter Action Corporation to Report Q2, 2024 Results on Jan 12, 2024Inter Action Corporation announced that they will report Q2, 2024 results on Jan 12, 2024Buying Opportunity • Oct 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥1,247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.0%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.Price Target Changed • Oct 25Price target decreased by 17% to JP¥1,450Down from JP¥1,750, the current price target is an average from 2 analysts. New target price is 43% above last closing price of JP¥1,012. Stock is down 30% over the past year. The company is forecast to post earnings per share of JP¥63.00 for next year compared to JP¥90.11 last year.Reported Earnings • Oct 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥13.84 (down from JP¥32.31 in 1Q 2023). Revenue: JP¥1.74b (down 8.8% from 1Q 2023). Net income: JP¥150.0m (down 57% from 1Q 2023). Profit margin: 8.6% (down from 18% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 114%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 13+ 1 more updateInter Action Corporation Provides Dividend Forecast for Fiscal Year-End May 31, 2024Inter Action Corporation provided dividend Forecast for Fiscal year-end May 31, 2024. For the year, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share paid a year ago.Buying Opportunity • Oct 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be JP¥1,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.お知らせ • Jul 30Inter Action Corporation to Report Q1, 2024 Results on Oct 12, 2023Inter Action Corporation announced that they will report Q1, 2024 results on Oct 12, 2023Major Estimate Revision • Jul 27Consensus EPS estimates fall by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥7.47b to JP¥7.00b. EPS estimate also fell from JP¥111 per share to JP¥61.40 per share. Net income forecast to shrink 32% next year vs 5.5% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥1,750 to JP¥1,650. Share price was steady at JP¥1,131 over the past week.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,151, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,312 per share.New Risk • Jul 14New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (JP¥12.7b market cap, or US$92.0m).株主還元7725JP SemiconductorJP 市場7D-8.8%-6.5%-3.1%1Y56.1%215.2%38.2%株主還元を見る業界別リターン: 7725過去 1 年間で215.2 % の収益を上げたJP Semiconductor業界を下回りました。リターン対市場: 7725過去 1 年間で38.2 % の収益を上げたJP市場を上回りました。価格変動Is 7725's price volatile compared to industry and market?7725 volatility7725 Average Weekly Movement9.9%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: 7725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: 7725の weekly volatility ( 10% ) 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1992117Nobuo Kijiwww.inter-action.co.jp株式会社インターアクションは、半導体製造工程を画像化する検査用照明器具の開発・製造・販売を日本で行っている。事業セグメントは3つ：モノのインターネット関連事業、環境エネルギー関連事業、インダストリー4.0推進事業。CCDやCMOSイメージセンサー製造用のイメージセンサー検査用光源装置や瞳レンズモジュールを提供している。また、大量印刷用途の輪転印刷機用乾燥脱臭装置や工場向け排ガス処理装置の製造・販売・メンテナンスを行っている。さらに、精密機器を保護する精密防振システム、歯車メーカー向けの歯車検査システムなども提供している。株式会社インターアクションは1992年に設立され、横浜に本社を置く。もっと見るInter Action Corporation 基礎のまとめInter Action の収益と売上を時価総額と比較するとどうか。7725 基礎統計学時価総額JP¥18.58b収益（TTM）JP¥572.24m売上高(TTM)JP¥5.07b32.5xPER（株価収益率3.7xP/Sレシオ7725 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7725 損益計算書（TTM）収益JP¥5.07b売上原価JP¥2.64b売上総利益JP¥2.43bその他の費用JP¥1.86b収益JP¥572.24m直近の収益報告Feb 28, 2026次回決算日Jul 13, 2026一株当たり利益（EPS）56.40グロス・マージン47.97%純利益率11.29%有利子負債／自己資本比率5.3%7725 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2.4%現在の配当利回り79%配当性向7725 配当は確実ですか？7725 配当履歴とベンチマークを見る7725 、いつまでに購入すれば配当金を受け取れますか？Inter Action 配当日配当落ち日May 28 2026配当支払日Aug 25 2026配当落ちまでの日数7 days配当支払日までの日数96 days7725 配当は確実ですか？7725 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2026/05/20 06:11終値2026/05/20 00:00収益2026/02/28年間収益2025/05/31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Inter Action Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Satoshi SakaeDaiwa Securities Co. Ltd.Mitsuhiro OsawaIchiyoshi Research Institute Inc.null nullStorm Research Limited
Buy Or Sell Opportunity • May 12Now 25% undervaluedOver the last 90 days, the stock has risen 38% to JP¥2,065. The fair value is estimated to be JP¥2,764, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
New Risk • May 11New 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 6.9% 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 (6.9% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,270, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 85% over the past three years.
お知らせ • May 10Inter Action Corporation to Report Fiscal Year 2026 Results on Jul 13, 2026Inter Action Corporation announced that they will report fiscal year 2026 results on Jul 13, 2026
Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥26.70 (vs JP¥7.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.70 (up from JP¥7.02 in 3Q 2025). Revenue: JP¥1.57b (up 25% from 3Q 2025). Net income: JP¥271.0m (up 252% from 3Q 2025). Profit margin: 17% (up from 6.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,641, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 31% over the past three years.
Buy Or Sell Opportunity • May 12Now 25% undervaluedOver the last 90 days, the stock has risen 38% to JP¥2,065. The fair value is estimated to be JP¥2,764, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
New Risk • May 11New 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 6.9% 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 (6.9% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,270, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 85% over the past three years.
お知らせ • May 10Inter Action Corporation to Report Fiscal Year 2026 Results on Jul 13, 2026Inter Action Corporation announced that they will report fiscal year 2026 results on Jul 13, 2026
Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥26.70 (vs JP¥7.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.70 (up from JP¥7.02 in 3Q 2025). Revenue: JP¥1.57b (up 25% from 3Q 2025). Net income: JP¥271.0m (up 252% from 3Q 2025). Profit margin: 17% (up from 6.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,641, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 31% over the past three years.
お知らせ • Apr 03Inter Action Corporation to Report Q3, 2026 Results on Apr 10, 2026Inter Action Corporation announced that they will report Q3, 2026 results on Apr 10, 2026
Declared Dividend • Feb 17First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 28th May 2026 Payment date: 25th August 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. EPS is expected to grow by 115% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Feb 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. President, CEO & Representative Director Nobuo Kiji is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Jan 20Investors Can Find Comfort In Inter Action's (TSE:7725) Earnings QualityThe market was pleased with the recent earnings report from Inter Action Corporation ( TSE:7725 ), despite the profit...
Reported Earnings • Jan 10Second quarter 2026 earnings released: EPS: JP¥17.43 (vs JP¥26.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.43 (down from JP¥26.97 in 2Q 2025). Revenue: JP¥1.08b (down 36% from 2Q 2025). Net income: JP¥176.7m (down 40% from 2Q 2025). Profit margin: 16% (down from 18% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
Upcoming Dividend • Nov 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 November 2025. Payment date: 17 February 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
お知らせ • Nov 05Inter Action Corporation to Report Q2, 2026 Results on Jan 09, 2026Inter Action Corporation announced that they will report Q2, 2026 results on Jan 09, 2026
Board Change • Oct 15High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. President, CEO & Representative Director Nobuo Kiji is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 11First quarter 2026 earnings released: EPS: JP¥4.41 (vs JP¥48.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.41 (down from JP¥48.62 in 1Q 2025). Revenue: JP¥1.05b (down 56% from 1Q 2025). Net income: JP¥47.0m (down 91% from 1Q 2025). Profit margin: 4.5% (down from 23% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Declared Dividend • Sep 08Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th November 2025 Payment date: 17th February 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.7% over the next 3 years. However, it would need to fall by 47% to increase the payout ratio to a potentially unsustainable range.
New Risk • Sep 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% 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: Major Risk Earnings are forecast to decline by an average of 1.8% 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. Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥13.9b market cap, or US$93.3m).
お知らせ • Aug 06Inter Action Corporation to Report Q1, 2026 Results on Oct 10, 2025Inter Action Corporation announced that they will report Q1, 2026 results on Oct 10, 2025
分析記事 • Jul 18There May Be Some Bright Spots In Inter Action's (TSE:7725) EarningsShareholders appeared unconcerned with Inter Action Corporation's ( TSE:7725 ) lackluster earnings report last week. We...
分析記事 • Jul 16Inter Action Corporation (TSE:7725) Analysts Are More Bearish Than They Used To BeOne thing we could say about the analysts on Inter Action Corporation ( TSE:7725 ) - they aren't optimistic, having...
分析記事 • Jul 15Inter Action Corporation (TSE:7725) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportInter Action Corporation ( TSE:7725 ) shareholders are probably feeling a little disappointed, since its shares fell...
New Risk • Jul 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.0% 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 4.0% 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. Market cap is less than US$100m (JP¥14.5b market cap, or US$98.5m).
Reported Earnings • Jul 14Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥89.43 (down from JP¥104 in FY 2024). Revenue: JP¥6.67b (down 14% from FY 2024). Net income: JP¥979.0m (down 14% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 11+ 1 more updateInter Action Corporation, Annual General Meeting, Aug 22, 2025Inter Action Corporation, Annual General Meeting, Aug 22, 2025.
New Risk • Jul 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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: Major Risk Earnings are forecast to decline by an average of 5.0% 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. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥14.3b market cap, or US$99.0m).
お知らせ • Jul 03Chikuho Trading Inc. completed the acquisition of Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725).Chikuho Trading Inc. agreed to acquire Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) for ¥210 million on June 11, 2025. A cash consideration of ¥210 million will be paid by Chikuho Trading Inc. As part of consideration, ¥210 million is paid towards common equity of Air Gases Technos Co., Ltd. For the period ending December 31, 2024, Air Gases Technos Co., Ltd. reported total revenue of ¥911 million, EBIT of ¥29 million and net income of ¥43 million. As of December 31, 2024, Air Gases Technos Co., Ltd. reported total assets of ¥682 million and total common equity of ¥288 million. The expected completion of the transaction is June 30, 2025. As of June 26, 2025, date of execution of share transfer has been revised to July 2, 2025. Chikuho Trading Inc. completed the acquisition of Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) on July 2, 2025.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,332, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Semiconductor industry in Japan. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,281 per share.
分析記事 • Jun 20Here's What's Concerning About Inter Action's (TSE:7725) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
お知らせ • Jun 11Chikuho Trading Inc. agreed to acquire Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) for ¥210 million.Chikuho Trading Inc. agreed to acquire Air Gases Technos Co., Ltd. from Inter Action Corporation (TSE:7725) for ¥210 million on June 11, 2025. A cash consideration of ¥210 million will be paid by Chikuho Trading Inc. As part of consideration, ¥210 million is paid towards common equity of Air Gases Technos Co., Ltd. For the period ending December 31, 2024, Air Gases Technos Co., Ltd. reported total revenue of ¥911 million, EBIT of ¥29 million and net income of ¥43 million. As of December 31, 2024, Air Gases Technos Co., Ltd. reported total assets of ¥682 million and total common equity of ¥288 million. The expected completion of the transaction is June 30, 2025.
Upcoming Dividend • May 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 26 August 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).
分析記事 • May 20Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥25.00Inter Action Corporation ( TSE:7725 ) will pay a dividend of ¥25.00 on the 26th of August. The dividend yield will be...
分析記事 • May 02Inter Action (TSE:7725) Will Pay A Dividend Of ¥25.00Inter Action Corporation's ( TSE:7725 ) investors are due to receive a payment of ¥25.00 per share on 26th of August...
お知らせ • May 01Inter Action Corporation to Report Fiscal Year 2025 Results on Jul 11, 2025Inter Action Corporation announced that they will report fiscal year 2025 results on Jul 11, 2025
New Risk • Apr 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% 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 8.1% 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. Market cap is less than US$100m (JP¥11.8b market cap, or US$82.2m).
Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥7.02 (vs JP¥25.71 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.02 (down from JP¥25.71 in 3Q 2024). Revenue: JP¥1.26b (down 34% from 3Q 2024). Net income: JP¥77.0m (down 73% from 3Q 2024). Profit margin: 6.1% (down from 15% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 8.0% 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 fallen by 16% per year, which means it is significantly lagging earnings.
分析記事 • Apr 12Inter Action (TSE:7725) Is Due To Pay A Dividend Of ¥25.00The board of Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend of ¥25.00 per share on the...
お知らせ • Apr 12Inter Action Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Inter Action Corporation provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales of JPY 6,696 million, operating profit of JPY 1,306 million, profit attributable to owners of parent of JPY 906 million and profit per share of JPY 82.84.
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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% 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. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥11.0b market cap, or US$75.5m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,014, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Semiconductor industry in Japan. Total loss to shareholders of 43% over the past three years.
分析記事 • Mar 21Inter Action (TSE:7725) Has Announced A Dividend Of ¥25.00The board of Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend on the 26th of August...
分析記事 • Feb 18Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥25.00Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of...
Declared Dividend • Feb 18First half dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 29th May 2025 Payment date: 26th August 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 37% over the next 3 years. However, it would need to fall by 75% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Feb 05Price target decreased by 8.3% to JP¥1,650Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥1,098. Stock is down 2.4% over the past year. The company is forecast to post earnings per share of JP¥86.60 for next year compared to JP¥104 last year.
お知らせ • Feb 04Inter Action Corporation to Report Q3, 2025 Results on Apr 11, 2025Inter Action Corporation announced that they will report Q3, 2025 results on Apr 11, 2025
New Risk • Feb 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% 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 2.0% 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. Market cap is less than US$100m (JP¥11.8b market cap, or US$76.3m).
Reported Earnings • Jan 12Second quarter 2025 earnings released: EPS: JP¥26.97 (vs JP¥10.94 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.97 (up from JP¥10.94 in 2Q 2024). Revenue: JP¥1.69b (up 36% from 2Q 2024). Net income: JP¥295.4m (up 148% from 2Q 2024). Profit margin: 18% (up from 9.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Jan 10Inter Action Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Inter Action Corporation revised consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales of JPY 6,696 million, operating profit of JPY 1,306 million, profit attributable to owners of parent of JPY 906 million and profit per share of JPY 82.85.
Board Change • Dec 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuriko Oda was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 November 2024. Payment date: 19 February 2025. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
分析記事 • Oct 30Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥10.00Inter Action Corporation's ( TSE:7725 ) investors are due to receive a payment of ¥10.00 per share on 19th of February...
お知らせ • Oct 26Inter Action Corporation to Report Q2, 2025 Results on Jan 10, 2025Inter Action Corporation announced that they will report Q2, 2025 results on Jan 10, 2025
分析記事 • Oct 22Time To Worry? Analysts Just Downgraded Their Inter Action Corporation (TSE:7725) OutlookToday is shaping up negative for Inter Action Corporation ( TSE:7725 ) shareholders, with the analysts delivering a...
Major Estimate Revision • Oct 22Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥7.45b to JP¥6.70b. EPS estimate fell from JP¥89.50 to JP¥84.90 per share. Net income forecast to shrink 35% next year vs 18% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥1,800 unchanged from last update. Share price fell 9.7% to JP¥1,088 over the past week.
分析記事 • Oct 16Inter Action (TSE:7725) Is Due To Pay A Dividend Of ¥10.00Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend of ¥10.00 per share on the 19th of...
Reported Earnings • Oct 15First quarter 2025 earnings released: EPS: JP¥48.62 (vs JP¥13.84 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.62 (up from JP¥13.84 in 1Q 2024). Revenue: JP¥2.35b (up 35% from 1Q 2024). Net income: JP¥529.6m (up 253% from 1Q 2024). Profit margin: 23% (up from 8.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% 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 6% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
分析記事 • Sep 19Inter Action (TSE:7725) Will Pay A Dividend Of ¥10.00Inter Action Corporation ( TSE:7725 ) will pay a dividend of ¥10.00 on the 19th of February. This means the annual...
Declared Dividend • Sep 19Final dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 28th November 2024 Payment date: 19th February 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 07Analysts Are More Bearish On Inter Action Corporation (TSE:7725) Than They Used To BeOne thing we could say about the analysts on Inter Action Corporation ( TSE:7725 ) - they aren't optimistic, having...
Major Estimate Revision • Aug 07Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥8.57b to JP¥7.60b. EPS estimate fell from JP¥111 to JP¥84.05 per share. Net income forecast to shrink 19% next year vs 21% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥2,300 unchanged from last update. Share price fell 16% to JP¥1,146 over the past week.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,141, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥468 per share.
分析記事 • Aug 03Inter Action Corporation (TSE:7725) Not Doing Enough For Some Investors As Its Shares Slump 25%Inter Action Corporation ( TSE:7725 ) shareholders that were waiting for something to happen have been dealt a blow...
お知らせ • Jul 27Inter Action Corporation to Report Q1, 2025 Results on Oct 11, 2024Inter Action Corporation announced that they will report Q1, 2025 results on Oct 11, 2024
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,329, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total loss to shareholders of 39% over the past three years.
分析記事 • Jul 19Inter Action's (TSE:7725) Solid Earnings May Rest On Weak FoundationsThe market shrugged off Inter Action Corporation's ( TSE:7725 ) solid earnings report. We did some digging and believe...
Reported Earnings • Jul 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥104 (up from JP¥90.11 in FY 2023). Revenue: JP¥7.75b (up 13% from FY 2023). Net income: JP¥1.13b (up 15% from FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 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 6% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 13Inter Action Corporation, Annual General Meeting, Aug 23, 2024Inter Action Corporation, Annual General Meeting, Aug 23, 2024.
お知らせ • Jul 12+ 1 more updateInter Action Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Inter Action Corporation provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales of JPY 6,493 million, operating profit of JPY 844 million, profit attributable to owners of parent of JPY 559 million and profit per share of JPY 51.37.
分析記事 • Jun 19Inter Action (TSE:7725) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Upcoming Dividend • May 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.1%).
分析記事 • May 05Inter Action (TSE:7725) Will Pay A Dividend Of ¥25.00Inter Action Corporation ( TSE:7725 ) will pay a dividend of ¥25.00 on the 26th of August. Based on this payment, the...
お知らせ • May 03Inter Action Corporation to Report Fiscal Year 2024 Results on Jul 12, 2024Inter Action Corporation announced that they will report fiscal year 2024 results on Jul 12, 2024
分析記事 • Apr 20Inter Action (TSE:7725) Has Affirmed Its Dividend Of ¥25.00The board of Inter Action Corporation ( TSE:7725 ) has announced that it will pay a dividend on the 26th of August...
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,588, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,117 per share.
Major Estimate Revision • Apr 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥7.03b to JP¥7.80b. EPS estimate increased from JP¥63.53 to JP¥101 per share. Net income forecast to grow 52% next year vs 18% growth forecast for Semiconductor industry in Japan. Consensus price target of JP¥1,550 unchanged from last update. Share price rose 24% to JP¥1,588 over the past week.
分析記事 • Apr 19Inter Action Corporation's (TSE:7725) P/E Is Still On The Mark Following 32% Share Price BounceInter Action Corporation ( TSE:7725 ) shares have continued their recent momentum with a 32% gain in the last month...
分析記事 • Apr 17Forecast: Analysts Think Inter Action Corporation's (TSE:7725) Business Prospects Have Improved DrasticallyCelebrations may be in order for Inter Action Corporation ( TSE:7725 ) shareholders, with the analysts delivering a...
Buy Or Sell Opportunity • Apr 15Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥1,512. The fair value is estimated to be JP¥1,108, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Reported Earnings • Apr 14Third quarter 2024 earnings released: EPS: JP¥25.68 (vs JP¥35.02 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.68 (down from JP¥35.02 in 3Q 2023). Revenue: JP¥1.90b (down 7.8% from 3Q 2023). Net income: JP¥279.7m (down 27% from 3Q 2023). Profit margin: 15% (down from 19% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 20% per year.
Price Target Changed • Mar 29Price target increased by 11% to JP¥1,550Up from JP¥1,400, the current price target is an average from 2 analysts. New target price is 17% above last closing price of JP¥1,325. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥63.53 for next year compared to JP¥90.11 last year.
分析記事 • Feb 28Inter Action (TSE:7725) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 28Inter Action Corporation to Report Q3, 2024 Results on Apr 12, 2024Inter Action Corporation announced that they will report Q3, 2024 results on Apr 12, 2024
New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (5.6% average weekly change). Market cap is less than US$100m (JP¥12.5b market cap, or US$85.5m).
Reported Earnings • Jan 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥10.94 (up from JP¥7.16 in 2Q 2023). Revenue: JP¥1.24b (up 10% from 2Q 2023). Net income: JP¥119.1m (up 53% from 2Q 2023). Profit margin: 9.6% (up from 6.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 12+ 1 more updateInter Action Corporation Provides Consolidated Earnings Guidance for the Year Ending May 31, 2024Inter Action Corporation provided consolidated earnings guidance for the year ending May 31, 2024. For the year, the company expects net sales of JPY 7,058 million, operating profit of JPY 1,037 million and profit attributable to owners of parent of JPY 655 million or JPY 60.28 per share.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,083, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total loss to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,082 per share.
お知らせ • Oct 29Inter Action Corporation to Report Q2, 2024 Results on Jan 12, 2024Inter Action Corporation announced that they will report Q2, 2024 results on Jan 12, 2024
Buying Opportunity • Oct 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥1,247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.0%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.
Price Target Changed • Oct 25Price target decreased by 17% to JP¥1,450Down from JP¥1,750, the current price target is an average from 2 analysts. New target price is 43% above last closing price of JP¥1,012. Stock is down 30% over the past year. The company is forecast to post earnings per share of JP¥63.00 for next year compared to JP¥90.11 last year.
Reported Earnings • Oct 13First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥13.84 (down from JP¥32.31 in 1Q 2023). Revenue: JP¥1.74b (down 8.8% from 1Q 2023). Net income: JP¥150.0m (down 57% from 1Q 2023). Profit margin: 8.6% (down from 18% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 114%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 13+ 1 more updateInter Action Corporation Provides Dividend Forecast for Fiscal Year-End May 31, 2024Inter Action Corporation provided dividend Forecast for Fiscal year-end May 31, 2024. For the year, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share paid a year ago.
Buying Opportunity • Oct 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be JP¥1,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.
お知らせ • Jul 30Inter Action Corporation to Report Q1, 2024 Results on Oct 12, 2023Inter Action Corporation announced that they will report Q1, 2024 results on Oct 12, 2023
Major Estimate Revision • Jul 27Consensus EPS estimates fall by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥7.47b to JP¥7.00b. EPS estimate also fell from JP¥111 per share to JP¥61.40 per share. Net income forecast to shrink 32% next year vs 5.5% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥1,750 to JP¥1,650. Share price was steady at JP¥1,131 over the past week.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,151, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,312 per share.
New Risk • Jul 14New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (JP¥12.7b market cap, or US$92.0m).
