SEMITEC（6626）株式概要SEMITEC株式会社は、日本および海外で電子部品の製造・販売を行っている。 詳細6626 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金4/6報酬株価収益率（ 8.1 x） JP市場（ 13.7 x）を下回っています。同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均1.7%減少すると予測されている。 JP市場と比較した過去 3 か月間の株価の変動2.14%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る6626 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¥2.19k18.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture031b2016201920222025202620282031Revenue JP¥30.8bEarnings JP¥3.2bAdvancedSet Fair ValueView all narrativesSEMITEC Corporation 競合他社EnomotoLtdSymbol: TSE:6928Market cap: JP¥23.7bShizuki ElectricSymbol: TSE:6994Market cap: JP¥28.8bHokuriku Electric IndustryLtdSymbol: TSE:6989Market cap: JP¥18.9bTeikoku Tsushin KogyoSymbol: TSE:6763Market cap: JP¥27.0b価格と性能株価の高値、安値、推移の概要SEMITEC過去の株価現在の株価JP¥2,192.0052週高値JP¥3,005.0052週安値JP¥1,884.00ベータ1.111ヶ月の変化-7.74%3ヶ月変化-24.57%1年変化14.94%3年間の変化16.66%5年間の変化93.34%IPOからの変化530.79%最新ニュースNew Risk • May 13New 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 7.3% 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 1.7% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 12SEMITEC Corporation, Annual General Meeting, Jun 26, 2026SEMITEC Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesNew Risk • May 13New 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 7.3% 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 1.7% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 12SEMITEC Corporation, Annual General Meeting, Jun 26, 2026SEMITEC Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥81.67 (vs JP¥67.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥81.67 (up from JP¥67.63 in 3Q 2025). Revenue: JP¥6.44b (up 2.0% from 3Q 2025). Net income: JP¥782.0m (up 6.1% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jan 08SEMITEC Corporation to Report Q3, 2026 Results on Feb 10, 2026SEMITEC Corporation announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Nov 25Solid Earnings May Not Tell The Whole Story For SEMITEC (TSE:6626)The recent earnings posted by SEMITEC Corporation ( TSE:6626 ) were solid, but the stock didn't move as much as we...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥58.52 (vs JP¥75.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.52 (down from JP¥75.95 in 2Q 2025). Revenue: JP¥6.45b (flat on 2Q 2025). Net income: JP¥602.0m (down 25% from 2Q 2025). Profit margin: 9.3% (down from 13% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Sep 10SEMITEC Corporation to Report Q2, 2026 Results on Nov 13, 2025SEMITEC Corporation announced that they will report Q2, 2026 results on Nov 13, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥80.62 (vs JP¥73.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥80.62 (up from JP¥73.94 in 1Q 2025). Revenue: JP¥6.25b (down 2.3% from 1Q 2025). Net income: JP¥856.0m (up 6.7% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 21SEMITEC Corporation to Report Q1, 2026 Results on Aug 08, 2025SEMITEC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 26SEMITEC's (TSE:6626) Promising Earnings May Rest On Soft FoundationsSEMITEC Corporation ( TSE:6626 ) announced strong profits, but the stock was stagnant. We did some digging, and we...Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥292 (up from JP¥192 in FY 2024). Revenue: JP¥25.3b (up 12% from FY 2024). Net income: JP¥3.11b (up 45% from FY 2024). Profit margin: 12% (up from 9.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • May 13SEMITEC Corporation, Annual General Meeting, Jun 25, 2025SEMITEC Corporation, Annual General Meeting, Jun 25, 2025.分析記事 • May 07There's No Escaping SEMITEC Corporation's (TSE:6626) Muted Earnings Despite A 37% Share Price RiseThose holding SEMITEC Corporation ( TSE:6626 ) shares would be relieved that the share price has rebounded 37% in the...分析記事 • Apr 29The Return Trends At SEMITEC (TSE:6626) Look PromisingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,810, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 18% over the past three years.お知らせ • Apr 25SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 1,200,000 shares, representing 11.28% for ¥1,400 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 11.28% of its share capital, for ¥1,400 million. The purpose of the program is to respond to changes in the business environment and as part of its shareholder return policy. The program will expire on March 31, 2026. As of March 31, 2025, the company had 10,641,706 shares in issue (excluding treasury stock) and 729,894 shares in treasury.New Risk • Apr 08New 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 6.3% 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. This is currently the only risk that has been identified for the company.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.0b (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,448, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 15% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).お知らせ • Mar 15SEMITEC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SEMITEC Corporation announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥67.63 (vs JP¥57.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.63 (up from JP¥57.04 in 3Q 2024). Revenue: JP¥6.31b (up 11% from 3Q 2024). Net income: JP¥737.0m (up 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Jan 03SEMITEC Corporation to Report Q3, 2025 Results on Feb 14, 2025SEMITEC Corporation announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Dec 13SEMITEC (TSE:6626) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Nov 25The Strong Earnings Posted By SEMITEC (TSE:6626) Are A Good Indication Of The Strength Of The BusinessEven though SEMITEC Corporation ( TSE:6626 ) posted strong earnings, investors appeared to be underwhelmed. We did some...お知らせ • Oct 08SEMITEC Corporation to Report Q2, 2025 Results on Nov 14, 2024SEMITEC Corporation announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥73.94 (vs JP¥26.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥73.94 (up from JP¥26.03 in 1Q 2024). Revenue: JP¥6.39b (up 17% from 1Q 2024). Net income: JP¥802.0m (up 171% from 1Q 2024). Profit margin: 13% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic 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 increased by 1% per year.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to JP¥1,689. The fair value is estimated to be JP¥2,249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.New Risk • Jul 08New 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 5.3% 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 Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin).お知らせ • Jun 27SEMITEC Corporation to Report Q1, 2025 Results on Aug 14, 2024SEMITEC Corporation announced that they will report Q1, 2025 results on Aug 14, 2024分析記事 • Jun 03Further Upside For SEMITEC Corporation (TSE:6626) Shares Could Introduce Price Risks After 26% BounceSEMITEC Corporation ( TSE:6626 ) shareholders have had their patience rewarded with a 26% share price jump in the last...分析記事 • May 22SEMITEC's (TSE:6626) Soft Earnings Don't Show The Whole PictureSEMITEC Corporation's ( TSE:6626 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.5% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • May 17SEMITEC Corporation, Annual General Meeting, Jun 26, 2024SEMITEC Corporation, Annual General Meeting, Jun 26, 2024.お知らせ • May 15SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 333,000 shares, representing 3.06% for ¥500 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 333,000 shares, representing 3.06% of its share capital, for ¥500 million. The repurchases are made as part of shareholder returns. The program will expire on September 30, 2024. As of March 31, 2024, the company had 10,896,452 shares in issue (excluding treasury stock) and 475,148 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).お知らせ • Mar 17SEMITEC Corporation to Report Fiscal Year 2024 Results on May 14, 2024SEMITEC Corporation announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 19Third quarter 2024 earnings released: EPS: JP¥57.04 (vs JP¥57.79 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.04 (down from JP¥57.79 in 3Q 2023). Revenue: JP¥5.69b (down 4.7% from 3Q 2023). Net income: JP¥635.0m (down 3.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.お知らせ • Dec 24SEMITEC Corporation to Report Q3, 2024 Results on Feb 14, 2024SEMITEC Corporation announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥65.44 (vs JP¥82.85 in 2Q 2023)Second quarter 2024 results: EPS: JP¥65.44 (down from JP¥82.85 in 2Q 2023). Revenue: JP¥5.81b (down 4.6% from 2Q 2023). Net income: JP¥744.0m (down 21% from 2Q 2023). Profit margin: 13% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic 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 only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 17SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 473,100 shares, representing 4.16% for ¥900 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 473,100 shares, representing 4.16% of its share capital, for ¥900 million. The shares will be repurchased at a price of ¥1,902 per share. The purpose of the program is to carry out flexible capital policy in response to changes in the business environment. The program will expire on November 15, 2023. As of September 30, 2023, the company had 11,369,552 shares in issue (excluding treasury stock) and 2,048 shares in treasury.お知らせ • Sep 24SEMITEC Corporation to Report Q2, 2024 Results on Nov 14, 2023SEMITEC Corporation announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥26.03 (vs JP¥84.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.03 (down from JP¥84.96 in 1Q 2023). Revenue: JP¥5.49b (down 3.2% from 1Q 2023). Net income: JP¥296.0m (down 69% from 1Q 2023). Profit margin: 5.4% (down from 17% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.お知らせ • Jun 29SEMITEC Corporation to Report Q1, 2024 Results on Aug 14, 2023SEMITEC Corporation announced that they will report Q1, 2024 results on Aug 14, 2023Reported Earnings • May 15Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥1,111 (up from JP¥237 in FY 2022). Revenue: JP¥23.2b (up 10% from FY 2022). Net income: JP¥3.16b (up 17% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 29Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥12,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 2.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Buying Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.1%. The fair value is estimated to be JP¥11,944, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.Buying Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be JP¥11,910, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥231 (vs JP¥179 in 3Q 2022)Third quarter 2023 results: EPS: JP¥231 (up from JP¥179 in 3Q 2022). Revenue: JP¥5.98b (up 12% from 3Q 2022). Net income: JP¥657.0m (up 29% from 3Q 2022). Profit margin: 11% (up from 9.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 53% per year.お知らせ • Dec 24SEMITEC Corporation to Report Q3, 2023 Results on Feb 13, 2023SEMITEC Corporation announced that they will report Q3, 2023 results on Feb 13, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥331 (vs JP¥244 in 2Q 2022)Second quarter 2023 results: EPS: JP¥331 (up from JP¥244 in 2Q 2022). Revenue: JP¥6.09b (up 20% from 2Q 2022). Net income: JP¥942.0m (up 36% from 2Q 2022). Profit margin: 16% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 07SEMITEC Corporation to Report Q2, 2023 Results on Nov 14, 2022SEMITEC Corporation announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥8,240, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 217% over the past three years.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥340 (vs JP¥261 in 1Q 2022)First quarter 2023 results: EPS: JP¥340 (up from JP¥261 in 1Q 2022). Revenue: JP¥5.67b (up 9.0% from 1Q 2022). Net income: JP¥966.0m (up 30% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 25SEMITEC Corporation to Report Q1, 2023 Results on Aug 12, 2022SEMITEC Corporation announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥7,230, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 119% over the past three years.お知らせ • May 18SEMITEC Corporation, Annual General Meeting, Jun 24, 2022SEMITEC Corporation, Annual General Meeting, Jun 24, 2022.Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be JP¥7,619, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to decline by 1.7% in the next 2 years.お知らせ • Apr 08SEMITEC Corporation to Report Fiscal Year 2022 Results on May 13, 2022SEMITEC Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥179 (down from JP¥210 in 3Q 2021). Revenue: JP¥5.36b (up 9.0% from 3Q 2021). Net income: JP¥509.0m (down 15% from 3Q 2021). Profit margin: 9.5% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥8,320, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 44% over the past three years.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥10,660, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 99% over the past three years.Buying Opportunity • Jan 14Now 21% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be JP¥16,143, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥13,030, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 163% over the past three years.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥244 (vs JP¥119 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.06b (up 17% from 2Q 2021). Net income: JP¥694.0m (up 105% from 2Q 2021). Profit margin: 14% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥11,240, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 93% over the past three years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥11,920, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥8,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥6,500, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 14% over the past three years.Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥678 (vs JP¥234 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.9b (up 20% from FY 2020). Net income: JP¥1.93b (up 190% from FY 2020). Profit margin: 11% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.分析記事 • Apr 13Is Now The Time To Put SEMITEC (TYO:6626) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).分析記事 • Mar 12Here's Why SEMITEC (TYO:6626) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Mar 04New 90-day low: JP¥4,630The company is down 25% from its price of JP¥6,140 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 3.0% over the same period.分析記事 • Feb 25Do Institutions Own SEMITEC Corporation (TYO:6626) Shares?Every investor in SEMITEC Corporation ( TYO:6626 ) should be aware of the most powerful shareholder groups. Generally...Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.2% growth forecast for the Electronic industry in Japan.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥210 (vs JP¥88.49 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.92b (up 29% from 3Q 2020). Net income: JP¥596.0m (up 138% from 3Q 2020). Profit margin: 12% (up from 6.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Feb 10What Can The Trends At SEMITEC (TYO:6626) Tell Us About Their Returns?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jan 26Are Strong Financial Prospects The Force That Is Driving The Momentum In SEMITEC Corporation's TYO:6626) Stock?SEMITEC (TYO:6626) has had a great run on the share market with its stock up by a significant 53% over the last three...お知らせ • Jan 12SEMITEC Corporation to Report Q3, 2021 Results on Feb 10, 2021SEMITEC Corporation announced that they will report Q3, 2021 results on Feb 10, 2021分析記事 • Jan 08I Ran A Stock Scan For Earnings Growth And SEMITEC (TYO:6626) Passed With EaseSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Dec 24Announcing: SEMITEC (TYO:6626) Stock Increased An Energizing 235% In The Last Five YearsSEMITEC Corporation ( TYO:6626 ) shareholders have seen the share price descend 18% over the month. But in stark...Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥5,100, the stock is trading at a trailing P/E ratio of 14.6x, down from the previous P/E ratio of 19.7x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 10.0%.Is New 90 Day High Low • Dec 14New 90-day high: JP¥6,870The company is up 88% from its price of JP¥3,645 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥6,870, the stock is trading at a trailing P/E ratio of 19.7x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total returns to shareholders over the past three years are 38%.分析記事 • Dec 09SEMITEC (TYO:6626) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 24What Kind Of Shareholders Hold The Majority In SEMITEC Corporation's (TYO:6626) Shares?If you want to know who really controls SEMITEC Corporation (TYO:6626), then you'll have to look at the makeup of its...Analyst Estimate Surprise Post Earnings • Nov 16Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.4% growth forecast for the Electronic industry in Japan.Reported Earnings • Nov 16Second quarter 2021 earnings released: EPS JP¥119The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.34b (up 17% from 2Q 2020). Net income: JP¥338.0m (up 28% from 2Q 2020). Profit margin: 7.8% (up from 7.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.Is New 90 Day High Low • Nov 12New 90-day high: JP¥4,795The company is up 80% from its price of JP¥2,670 on 14 August 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 28% share price gain to JP¥3,990, the stock is trading at a trailing P/E ratio of 12.3x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 18x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 7.9%.株主還元6626JP ElectronicJP 市場7D6.1%11.8%3.4%1Y14.9%98.6%43.2%株主還元を見る業界別リターン: 6626過去 1 年間で98.6 % の収益を上げたJP Electronic業界を下回りました。リターン対市場: 6626は、過去 1 年間で43.2 % のリターンを上げたJP市場を下回りました。価格変動Is 6626's price volatile compared to industry and market?6626 volatility6626 Average Weekly Movement7.1%Electronic Industry Average Movement6.8%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 6626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: 6626の weekly volatility ( 7% ) 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19583,661Daisuke Ishizukawww.semitec.co.jp株式会社セミテックは、電子部品の製造・販売を国内外で行っています。温度センサー、赤外線センサー、風力センサー、サージアブソーバ、電流調整ダイオード、パワーサーミスタを提供。また、熱式気圧センサ、微圧センサ、狭視野角サーモパイル、モーター用角型センサ、小型真空センサ、薄膜FTサーミスタ、超薄型ガラス基板薄膜サーミスタセンサ、冷媒ガスセンサモジュールも提供している。旧社名は石塚電子株式会社で、2011年にSEMITEC株式会社に社名変更。株式会社SEMITECは1958年に設立され、東京に本社を置く。もっと見るSEMITEC Corporation 基礎のまとめSEMITEC の収益と売上を時価総額と比較するとどうか。6626 基礎統計学時価総額JP¥21.66b収益（TTM）JP¥2.69b売上高(TTM)JP¥25.46b8.1xPER（株価収益率0.9xP/Sレシオ6626 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6626 損益計算書（TTM）収益JP¥25.46b売上原価JP¥15.88b売上総利益JP¥9.58bその他の費用JP¥6.89b収益JP¥2.69b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）272.17グロス・マージン37.61%純利益率10.57%有利子負債／自己資本比率3.4%6626 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2.1%現在の配当利回り14%配当性向6626 配当は確実ですか？6626 配当履歴とベンチマークを見る6626 、いつまでに購入すれば配当金を受け取れますか？SEMITEC 配当日配当落ち日Mar 30 2026配当支払日Jun 12 2026配当落ちまでの日数58 days配当支払日までの日数16 days6626 配当は確実ですか？6626 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2026/05/26 01:34終値2026/05/26 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SEMITEC 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。2 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.Yuta KenmeiMarusan Securities Co. Ltd.
New Risk • May 13New 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 7.3% 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 1.7% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12SEMITEC Corporation, Annual General Meeting, Jun 26, 2026SEMITEC Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. This is currently the only risk that has been identified for the company.
New Risk • May 13New 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 7.3% 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 1.7% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12SEMITEC Corporation, Annual General Meeting, Jun 26, 2026SEMITEC Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥81.67 (vs JP¥67.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥81.67 (up from JP¥67.63 in 3Q 2025). Revenue: JP¥6.44b (up 2.0% from 3Q 2025). Net income: JP¥782.0m (up 6.1% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jan 08SEMITEC Corporation to Report Q3, 2026 Results on Feb 10, 2026SEMITEC Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Nov 25Solid Earnings May Not Tell The Whole Story For SEMITEC (TSE:6626)The recent earnings posted by SEMITEC Corporation ( TSE:6626 ) were solid, but the stock didn't move as much as we...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥58.52 (vs JP¥75.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.52 (down from JP¥75.95 in 2Q 2025). Revenue: JP¥6.45b (flat on 2Q 2025). Net income: JP¥602.0m (down 25% from 2Q 2025). Profit margin: 9.3% (down from 13% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Sep 10SEMITEC Corporation to Report Q2, 2026 Results on Nov 13, 2025SEMITEC Corporation announced that they will report Q2, 2026 results on Nov 13, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥80.62 (vs JP¥73.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥80.62 (up from JP¥73.94 in 1Q 2025). Revenue: JP¥6.25b (down 2.3% from 1Q 2025). Net income: JP¥856.0m (up 6.7% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 21SEMITEC Corporation to Report Q1, 2026 Results on Aug 08, 2025SEMITEC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 26SEMITEC's (TSE:6626) Promising Earnings May Rest On Soft FoundationsSEMITEC Corporation ( TSE:6626 ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥292 (up from JP¥192 in FY 2024). Revenue: JP¥25.3b (up 12% from FY 2024). Net income: JP¥3.11b (up 45% from FY 2024). Profit margin: 12% (up from 9.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • May 13SEMITEC Corporation, Annual General Meeting, Jun 25, 2025SEMITEC Corporation, Annual General Meeting, Jun 25, 2025.
分析記事 • May 07There's No Escaping SEMITEC Corporation's (TSE:6626) Muted Earnings Despite A 37% Share Price RiseThose holding SEMITEC Corporation ( TSE:6626 ) shares would be relieved that the share price has rebounded 37% in the...
分析記事 • Apr 29The Return Trends At SEMITEC (TSE:6626) Look PromisingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,810, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 18% over the past three years.
お知らせ • Apr 25SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 1,200,000 shares, representing 11.28% for ¥1,400 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 11.28% of its share capital, for ¥1,400 million. The purpose of the program is to respond to changes in the business environment and as part of its shareholder return policy. The program will expire on March 31, 2026. As of March 31, 2025, the company had 10,641,706 shares in issue (excluding treasury stock) and 729,894 shares in treasury.
New Risk • Apr 08New 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 6.3% 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. This is currently the only risk that has been identified for the company.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.0b (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,448, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 15% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
お知らせ • Mar 15SEMITEC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SEMITEC Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥67.63 (vs JP¥57.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.63 (up from JP¥57.04 in 3Q 2024). Revenue: JP¥6.31b (up 11% from 3Q 2024). Net income: JP¥737.0m (up 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Jan 03SEMITEC Corporation to Report Q3, 2025 Results on Feb 14, 2025SEMITEC Corporation announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Dec 13SEMITEC (TSE:6626) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Nov 25The Strong Earnings Posted By SEMITEC (TSE:6626) Are A Good Indication Of The Strength Of The BusinessEven though SEMITEC Corporation ( TSE:6626 ) posted strong earnings, investors appeared to be underwhelmed. We did some...
お知らせ • Oct 08SEMITEC Corporation to Report Q2, 2025 Results on Nov 14, 2024SEMITEC Corporation announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥73.94 (vs JP¥26.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥73.94 (up from JP¥26.03 in 1Q 2024). Revenue: JP¥6.39b (up 17% from 1Q 2024). Net income: JP¥802.0m (up 171% from 1Q 2024). Profit margin: 13% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic 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 increased by 1% per year.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to JP¥1,689. The fair value is estimated to be JP¥2,249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
New Risk • Jul 08New 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 5.3% 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 Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin).
お知らせ • Jun 27SEMITEC Corporation to Report Q1, 2025 Results on Aug 14, 2024SEMITEC Corporation announced that they will report Q1, 2025 results on Aug 14, 2024
分析記事 • Jun 03Further Upside For SEMITEC Corporation (TSE:6626) Shares Could Introduce Price Risks After 26% BounceSEMITEC Corporation ( TSE:6626 ) shareholders have had their patience rewarded with a 26% share price jump in the last...
分析記事 • May 22SEMITEC's (TSE:6626) Soft Earnings Don't Show The Whole PictureSEMITEC Corporation's ( TSE:6626 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.5% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • May 17SEMITEC Corporation, Annual General Meeting, Jun 26, 2024SEMITEC Corporation, Annual General Meeting, Jun 26, 2024.
お知らせ • May 15SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 333,000 shares, representing 3.06% for ¥500 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 333,000 shares, representing 3.06% of its share capital, for ¥500 million. The repurchases are made as part of shareholder returns. The program will expire on September 30, 2024. As of March 31, 2024, the company had 10,896,452 shares in issue (excluding treasury stock) and 475,148 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
お知らせ • Mar 17SEMITEC Corporation to Report Fiscal Year 2024 Results on May 14, 2024SEMITEC Corporation announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 19Third quarter 2024 earnings released: EPS: JP¥57.04 (vs JP¥57.79 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.04 (down from JP¥57.79 in 3Q 2023). Revenue: JP¥5.69b (down 4.7% from 3Q 2023). Net income: JP¥635.0m (down 3.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Dec 24SEMITEC Corporation to Report Q3, 2024 Results on Feb 14, 2024SEMITEC Corporation announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥65.44 (vs JP¥82.85 in 2Q 2023)Second quarter 2024 results: EPS: JP¥65.44 (down from JP¥82.85 in 2Q 2023). Revenue: JP¥5.81b (down 4.6% from 2Q 2023). Net income: JP¥744.0m (down 21% from 2Q 2023). Profit margin: 13% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic 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 only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 17SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 473,100 shares, representing 4.16% for ¥900 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 473,100 shares, representing 4.16% of its share capital, for ¥900 million. The shares will be repurchased at a price of ¥1,902 per share. The purpose of the program is to carry out flexible capital policy in response to changes in the business environment. The program will expire on November 15, 2023. As of September 30, 2023, the company had 11,369,552 shares in issue (excluding treasury stock) and 2,048 shares in treasury.
お知らせ • Sep 24SEMITEC Corporation to Report Q2, 2024 Results on Nov 14, 2023SEMITEC Corporation announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥26.03 (vs JP¥84.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.03 (down from JP¥84.96 in 1Q 2023). Revenue: JP¥5.49b (down 3.2% from 1Q 2023). Net income: JP¥296.0m (down 69% from 1Q 2023). Profit margin: 5.4% (down from 17% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.
お知らせ • Jun 29SEMITEC Corporation to Report Q1, 2024 Results on Aug 14, 2023SEMITEC Corporation announced that they will report Q1, 2024 results on Aug 14, 2023
Reported Earnings • May 15Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥1,111 (up from JP¥237 in FY 2022). Revenue: JP¥23.2b (up 10% from FY 2022). Net income: JP¥3.16b (up 17% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 29Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥12,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 2.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Buying Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.1%. The fair value is estimated to be JP¥11,944, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.
Buying Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be JP¥11,910, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥231 (vs JP¥179 in 3Q 2022)Third quarter 2023 results: EPS: JP¥231 (up from JP¥179 in 3Q 2022). Revenue: JP¥5.98b (up 12% from 3Q 2022). Net income: JP¥657.0m (up 29% from 3Q 2022). Profit margin: 11% (up from 9.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 53% per year.
お知らせ • Dec 24SEMITEC Corporation to Report Q3, 2023 Results on Feb 13, 2023SEMITEC Corporation announced that they will report Q3, 2023 results on Feb 13, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥331 (vs JP¥244 in 2Q 2022)Second quarter 2023 results: EPS: JP¥331 (up from JP¥244 in 2Q 2022). Revenue: JP¥6.09b (up 20% from 2Q 2022). Net income: JP¥942.0m (up 36% from 2Q 2022). Profit margin: 16% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 07SEMITEC Corporation to Report Q2, 2023 Results on Nov 14, 2022SEMITEC Corporation announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥8,240, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 217% over the past three years.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥340 (vs JP¥261 in 1Q 2022)First quarter 2023 results: EPS: JP¥340 (up from JP¥261 in 1Q 2022). Revenue: JP¥5.67b (up 9.0% from 1Q 2022). Net income: JP¥966.0m (up 30% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 25SEMITEC Corporation to Report Q1, 2023 Results on Aug 12, 2022SEMITEC Corporation announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥7,230, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 119% over the past three years.
お知らせ • May 18SEMITEC Corporation, Annual General Meeting, Jun 24, 2022SEMITEC Corporation, Annual General Meeting, Jun 24, 2022.
Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be JP¥7,619, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to decline by 1.7% in the next 2 years.
お知らせ • Apr 08SEMITEC Corporation to Report Fiscal Year 2022 Results on May 13, 2022SEMITEC Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).
Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥179 (down from JP¥210 in 3Q 2021). Revenue: JP¥5.36b (up 9.0% from 3Q 2021). Net income: JP¥509.0m (down 15% from 3Q 2021). Profit margin: 9.5% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥8,320, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 44% over the past three years.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥10,660, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 99% over the past three years.
Buying Opportunity • Jan 14Now 21% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be JP¥16,143, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥13,030, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 163% over the past three years.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥244 (vs JP¥119 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.06b (up 17% from 2Q 2021). Net income: JP¥694.0m (up 105% from 2Q 2021). Profit margin: 14% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥11,240, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 93% over the past three years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥11,920, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥8,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥6,500, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥678 (vs JP¥234 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.9b (up 20% from FY 2020). Net income: JP¥1.93b (up 190% from FY 2020). Profit margin: 11% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
分析記事 • Apr 13Is Now The Time To Put SEMITEC (TYO:6626) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).
分析記事 • Mar 12Here's Why SEMITEC (TYO:6626) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Mar 04New 90-day low: JP¥4,630The company is down 25% from its price of JP¥6,140 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 3.0% over the same period.
分析記事 • Feb 25Do Institutions Own SEMITEC Corporation (TYO:6626) Shares?Every investor in SEMITEC Corporation ( TYO:6626 ) should be aware of the most powerful shareholder groups. Generally...
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.2% growth forecast for the Electronic industry in Japan.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥210 (vs JP¥88.49 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.92b (up 29% from 3Q 2020). Net income: JP¥596.0m (up 138% from 3Q 2020). Profit margin: 12% (up from 6.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Feb 10What Can The Trends At SEMITEC (TYO:6626) Tell Us About Their Returns?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jan 26Are Strong Financial Prospects The Force That Is Driving The Momentum In SEMITEC Corporation's TYO:6626) Stock?SEMITEC (TYO:6626) has had a great run on the share market with its stock up by a significant 53% over the last three...
お知らせ • Jan 12SEMITEC Corporation to Report Q3, 2021 Results on Feb 10, 2021SEMITEC Corporation announced that they will report Q3, 2021 results on Feb 10, 2021
分析記事 • Jan 08I Ran A Stock Scan For Earnings Growth And SEMITEC (TYO:6626) Passed With EaseSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Dec 24Announcing: SEMITEC (TYO:6626) Stock Increased An Energizing 235% In The Last Five YearsSEMITEC Corporation ( TYO:6626 ) shareholders have seen the share price descend 18% over the month. But in stark...
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥5,100, the stock is trading at a trailing P/E ratio of 14.6x, down from the previous P/E ratio of 19.7x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 10.0%.
Is New 90 Day High Low • Dec 14New 90-day high: JP¥6,870The company is up 88% from its price of JP¥3,645 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥6,870, the stock is trading at a trailing P/E ratio of 19.7x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total returns to shareholders over the past three years are 38%.
分析記事 • Dec 09SEMITEC (TYO:6626) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Nov 24What Kind Of Shareholders Hold The Majority In SEMITEC Corporation's (TYO:6626) Shares?If you want to know who really controls SEMITEC Corporation (TYO:6626), then you'll have to look at the makeup of its...
Analyst Estimate Surprise Post Earnings • Nov 16Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.4% growth forecast for the Electronic industry in Japan.
Reported Earnings • Nov 16Second quarter 2021 earnings released: EPS JP¥119The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.34b (up 17% from 2Q 2020). Net income: JP¥338.0m (up 28% from 2Q 2020). Profit margin: 7.8% (up from 7.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.
Is New 90 Day High Low • Nov 12New 90-day high: JP¥4,795The company is up 80% from its price of JP¥2,670 on 14 August 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 28% share price gain to JP¥3,990, the stock is trading at a trailing P/E ratio of 12.3x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 18x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 7.9%.
