View ValuationOsaki Electric 将来の成長Future 基準チェック /16Osaki Electric利益と収益がそれぞれ年間1.1%と0.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.1% 2.1%なると予測されています。主要情報1.1%収益成長率2.10%EPS成長率Electronic 収益成長11.7%収益成長率0.8%将来の株主資本利益率10.10%アナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報Major Estimate Revision • Mar 10Consensus EPS estimates increase by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥86.10 to JP¥117. Revenue forecast steady at JP¥99.1b. Net income forecast to grow 271% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥1,600 to JP¥2,500. Share price rose 4.7% to JP¥1,774 over the past week.分析記事 • Feb 06Osaki Electric Co., Ltd. Beat Revenue Forecasts By 8.1%: Here's What Analysts Are Forecasting NextShareholders of Osaki Electric Co., Ltd. ( TSE:6644 ) will be pleased this week, given that the stock price is up 14...お知らせ • May 13Osaki Electric Co., Ltd. Revises Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2026Osaki Electric Co., Ltd. revised earnings guidance for the full Year of Fiscal Year Ending March 31, 2026. For the six months ending September 30, 2025, the company expects to report net sales of JPY 98,000 million compared to previous guidance of JPY 95,000 million, operating loss of JPY 5,800 million compared to previous guidance of JPY 5,500 million and Profit attributable to owners of the parent of JPY 3,600 million compared to previous guidance of JPY 3,500 million. Basic earnings per share is JPY 79.31.Major Estimate Revision • Sep 05Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥93.0b to JP¥95.0b. EPS estimate increased from JP¥60.75 to JP¥67.15 per share. Net income forecast to grow 60% next year vs 9.4% growth forecast for Electronic industry in Japan. Consensus price target of JP¥890 unchanged from last update. Share price rose 3.3% to JP¥695 over the past week.Price Target Changed • Jun 21Price target increased by 15% to JP¥890Up from JP¥775, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥657. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥55.45 for next year compared to JP¥51.35 last year.Price Target Changed • May 28Price target increased by 14% to JP¥825Up from JP¥725, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥653. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥53.30 for next year compared to JP¥51.35 last year.すべての更新を表示Recent updates分析記事 • May 19There May Be Underlying Issues With The Quality Of Osaki Electric's (TSE:6644) EarningsDespite announcing strong earnings, Osaki Electric Co., Ltd.'s ( TSE:6644 ) stock was sluggish. We did some digging and...Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,754, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 238% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,546 per share.New Risk • May 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk Large one-off items impacting financial results.Buy Or Sell Opportunity • May 13Now 27% undervaluedOver the last 90 days, the stock has risen 15% to JP¥1,754. The fair value is estimated to be JP¥2,411, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 1.6% in 2 years. Earnings are forecast to grow by 2.1% in the next 2 years.お知らせ • May 12Osaki Electric Co., Ltd., Annual General Meeting, Jun 26, 2026Osaki Electric Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Osaki Electric Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Osaki Electric Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,836, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,060 per share.New Risk • Mar 10New 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 7.1% 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 (7.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).Major Estimate Revision • Mar 10Consensus EPS estimates increase by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥86.10 to JP¥117. Revenue forecast steady at JP¥99.1b. Net income forecast to grow 271% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥1,600 to JP¥2,500. Share price rose 4.7% to JP¥1,774 over the past week.Buy Or Sell Opportunity • Mar 04Now 22% undervaluedOver the last 90 days, the stock has risen 34% to JP¥1,585. The fair value is estimated to be JP¥2,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to grow by 254% in the next 2 years.お知らせ • Feb 19Osaki Electric Co., Ltd. (TSE:6644) announces an Equity Buyback for 1,500,000 shares, representing 3.36% for ¥2,500 million.Osaki Electric Co., Ltd. (TSE:6644) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 3.36% of its issued share capital (excluding treasury stock) for a total purchase price of ¥2,500 million. The purpose of the program is to strengthen shareholder returns by improving capital efficiency. The program will expire on September 30, 2026. As of December 31, 2025, the company had 44,596,914 issued shares (excluding treasury stock) and 2,320,266 treasury shares.分析記事 • Feb 10After Leaping 26% Osaki Electric Co., Ltd. (TSE:6644) Shares Are Not Flying Under The RadarThe Osaki Electric Co., Ltd. ( TSE:6644 ) share price has done very well over the last month, posting an excellent gain...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,506, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 210% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,993 per share.分析記事 • Feb 06Osaki Electric Co., Ltd. Beat Revenue Forecasts By 8.1%: Here's What Analysts Are Forecasting NextShareholders of Osaki Electric Co., Ltd. ( TSE:6644 ) will be pleased this week, given that the stock price is up 14...Reported Earnings • Feb 05Third quarter 2026 earnings released: JP¥8.95 loss per share (vs JP¥37.94 profit in 3Q 2025)Third quarter 2026 results: JP¥8.95 loss per share (down from JP¥37.94 profit in 3Q 2025). Revenue: JP¥26.7b (up 3.4% from 3Q 2025). Net loss: JP¥399.0m (down 123% from profit in 3Q 2025). Revenue is forecast to grow 2.1% 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 40% per year whereas the company’s share price has increased by 37% per year.分析記事 • Dec 20Osaki Electric (TSE:6644) Is Increasing Its Dividend To ¥18.00Osaki Electric Co., Ltd.'s ( TSE:6644 ) dividend will be increasing from last year's payment of the same period to...お知らせ • Dec 16Osaki Electric Co., Ltd. to Report Q3, 2026 Results on Feb 03, 2026Osaki Electric Co., Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026分析記事 • Dec 06Osaki Electric (TSE:6644) Has Announced That It Will Be Increasing Its Dividend To ¥18.00Osaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend from last year's comparable payment on the 30th of...Declared Dividend • Dec 06First half dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (15% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥1,133. The fair value is estimated to be JP¥1,420, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 5.2% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥7.69 (vs JP¥4.83 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.69 (up from JP¥4.83 in 2Q 2025). Revenue: JP¥23.5b (up 1.3% from 2Q 2025). Net income: JP¥343.0m (up 52% from 2Q 2025). Profit margin: 1.5% (up from 1.0% in 2Q 2025). Revenue is forecast to grow 2.5% 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 55% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 23Osaki Electric (TSE:6644) Is Paying Out A Larger Dividend Than Last YearOsaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend from last year's comparable payment on the 5th of...お知らせ • Sep 23Osaki Electric Co., Ltd. to Report Q2, 2026 Results on Nov 04, 2025Osaki Electric Co., Ltd. announced that they will report Q2, 2026 results on Nov 04, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Aug 26Osaki Electric Co., Ltd.'s (TSE:6644) Shares Climb 26% But Its Business Is Yet to Catch UpOsaki Electric Co., Ltd. ( TSE:6644 ) shares have continued their recent momentum with a 26% gain in the last month...分析記事 • Aug 11Osaki Electric's (TSE:6644) Shareholders Will Receive A Bigger Dividend Than Last YearOsaki Electric Co., Ltd. ( TSE:6644 ) has announced that it will be increasing its dividend from last year's comparable...Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥7.77 (vs JP¥7.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.77 (up from JP¥7.35 in 1Q 2025). Revenue: JP¥22.0b (up 3.1% from 1Q 2025). Net income: JP¥350.0m (up 1.4% from 1Q 2025). Profit margin: 1.6% (in line with 1Q 2025). Revenue is forecast to grow 1.4% 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 51% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 24Osaki Electric (TSE:6644) Will Pay A Larger Dividend Than Last Year At ¥17.00Osaki Electric Co., Ltd. ( TSE:6644 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Jul 10Osaki Electric's (TSE:6644) Dividend Will Be Increased To ¥17.00Osaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend from last year's comparable payment on the 5th of...Declared Dividend • Jul 09Final dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 04We Think That There Are Issues Underlying Osaki Electric's (TSE:6644) EarningsOsaki Electric Co., Ltd.'s ( TSE:6644 ) robust earnings report didn't manage to move the market for its stock. Our...お知らせ • Jun 27Osaki Electric Co., Ltd. Announces Changes of Executive OfficersOsaki Electric Co., Ltd. announced the resolution passed at a board meeting held on June 27, 2025 to change the executive officer effective from July 1 2025. Changes of Executive Officers (from July 1, 2025): Hirohisa Egashira: New Position Managing Executive Officer Head of Solutions Business Unit (New Appointment). Jun Abe: Current Position: Executive Officer, Head of Solutions Business Unit. New Position: Executive Officer, Deputy General Manager of Solutions Business Unit (in charge of R&D). List of Executive Officers (from July 1, 2025): Mitsuyasu Watanabe: Director, President, Representative Director: COO. Haruyuki Kawabata: Director, Executive Vice President, Representative Director. Ryuichi Ueno: Director, Senior Managing Executive Officer: Head of Group Strategy Division. Takehiko Ota: Managing Executive Officer: Head of Grid Systems Business Unit. Hirohisa Egashira: Managing Executive Officer (New Appointment): Head of Solutions Business Unit. Hiroshi Takahashi: Executive Officer: Head of Corporate Division. Toshiaki Takada: Executive Officer: Deputy General Manager of Grid Systems Business Unit General Manager of Manufacturing Management Department. Jun Abe: Executive Officer: Deputy General Manager of Solutions Business Unit (in charge of R&D). Nobuyuki Ono: Executive Officer: Deputy General Manager of Solutions Business Unit General Manager of Business Management Department President of La crasin Inc. Noriyuki Tokumoto: Executive Officer: Deputy General Manager of Solutions Business Unit General Manager of Operation Management Department. Hiroyuki Hatakeyama: Executive Officer: Deputy General Manager of Corporate Division General Manager of Finance & Accounting Department. Tetsuya Yamato: Executive Officer: Deputy General Manager of Group Strategy Division General Manager of Domestic Strategy Department.お知らせ • Jun 19Osaki Electric Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Osaki Electric Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 13Osaki Electric Co., Ltd. Revises Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2026Osaki Electric Co., Ltd. revised earnings guidance for the full Year of Fiscal Year Ending March 31, 2026. For the six months ending September 30, 2025, the company expects to report net sales of JPY 98,000 million compared to previous guidance of JPY 95,000 million, operating loss of JPY 5,800 million compared to previous guidance of JPY 5,500 million and Profit attributable to owners of the parent of JPY 3,600 million compared to previous guidance of JPY 3,500 million. Basic earnings per share is JPY 79.31.Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥75.47 (up from JP¥51.35 in FY 2024). Revenue: JP¥97.1b (up 2.1% from FY 2024). Net income: JP¥3.50b (up 46% from FY 2024). Profit margin: 3.6% (up from 2.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 4.2% 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 increased by 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • May 12+ 3 more updatesOsaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2025Osaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • Mar 27Osaki Electric's (TSE:6644) Upcoming Dividend Will Be Larger Than Last Year'sOsaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend on the 30th of June to ¥12.00, which is 20% higher...Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 19Osaki Electric Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Osaki Electric Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥37.94 (vs JP¥17.65 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.94 (up from JP¥17.65 in 3Q 2024). Revenue: JP¥25.8b (up 6.5% from 3Q 2024). Net income: JP¥1.76b (up 112% from 3Q 2024). Profit margin: 6.8% (up from 3.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 07Osaki Electric (TSE:6644) 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...お知らせ • Dec 19Osaki Electric Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Osaki Electric Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025Declared Dividend • Dec 06First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 123% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 26Osaki Electric (TSE:6644) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereOsaki Electric Co., Ltd.'s ( TSE:6644 ) recent earnings report didn't offer any surprises, with the shares unchanged...Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥4.83 (vs JP¥12.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.83 (down from JP¥12.54 in 2Q 2024). Revenue: JP¥23.2b (up 1.5% from 2Q 2024). Net income: JP¥226.0m (down 62% from 2Q 2024). Profit margin: 1.0% (down from 2.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Nov 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Masami Mizuno was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).お知らせ • Sep 13Osaki Electric Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024Osaki Electric Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024Major Estimate Revision • Sep 05Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥93.0b to JP¥95.0b. EPS estimate increased from JP¥60.75 to JP¥67.15 per share. Net income forecast to grow 60% next year vs 9.4% growth forecast for Electronic industry in Japan. Consensus price target of JP¥890 unchanged from last update. Share price rose 3.3% to JP¥695 over the past week.Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥7.35 (vs JP¥16.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.35 (down from JP¥16.41 in 1Q 2024). Revenue: JP¥21.3b (flat on 1Q 2024). Net income: JP¥345.0m (down 55% from 1Q 2024). Profit margin: 1.6% (down from 3.6% in 1Q 2024). Revenue is forecast to grow 2.9% 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 66% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 06Osaki Electric Co., Ltd. (TSE:6644) announces an Equity Buyback for 2,500,000 shares, representing 5.33% for ¥2,000 million.Osaki Electric Co., Ltd. (TSE:6644) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 5.33% of its issued share capital (excluding treasury stock) for a total purchase price of ¥2,000 million. The purpose of the program is to strengthen shareholder returns by improving capital efficiency. The repurchased shares will be cancelled. The program will expire on August 6, 2025. As of June 30, 2024, the company had 46,913,771 issued shares (excluding treasury stock) and 1,353,409 treasury shares.分析記事 • Aug 06Potential Upside For Osaki Electric Co., Ltd. (TSE:6644) Not Without RiskWith a median price-to-earnings (or "P/E") ratio of close to 12x in Japan, you could be forgiven for feeling...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥531, 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 1.6% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jun 21Price target increased by 15% to JP¥890Up from JP¥775, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥657. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥55.45 for next year compared to JP¥51.35 last year.お知らせ • Jun 08Osaki Electric Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Osaki Electric Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Price Target Changed • May 28Price target increased by 14% to JP¥825Up from JP¥725, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥653. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥53.30 for next year compared to JP¥51.35 last year.Reported Earnings • May 11Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥51.35 (up from JP¥27.84 in FY 2023). Revenue: JP¥95.1b (up 6.6% from FY 2023). Net income: JP¥2.41b (up 83% from FY 2023). Profit margin: 2.5% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 2 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 66% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 11Osaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2024Osaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).お知らせ • Mar 20Osaki Electric Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Osaki Electric Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥17.65 (vs JP¥10.55 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.65 (up from JP¥10.55 loss in 3Q 2023). Revenue: JP¥24.2b (up 15% from 3Q 2023). Net income: JP¥828.0m (up JP¥1.33b from 3Q 2023). Profit margin: 3.4% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 1.4% 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 69% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 24Osaki Electric Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Osaki Electric Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Buying Opportunity • Nov 27Now 20% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be JP¥822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 1.8% in 2 years. Earnings is forecast to grow by 65% in the next 2 years.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥12.54 (vs JP¥22.59 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.54 (up from JP¥22.59 loss in 2Q 2023). Revenue: JP¥22.8b (up 13% from 2Q 2023). Net income: JP¥588.0m (up JP¥1.66b from 2Q 2023). Profit margin: 2.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 1.4% 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 48% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Sep 06Osaki Electric Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Osaki Electric Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Price Target Changed • Aug 15Price target increased by 7.7% to JP¥700Up from JP¥650, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥624. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥33.15 for next year compared to JP¥27.84 last year.Reported Earnings • Aug 02First quarter 2024 earnings released: EPS: JP¥16.41 (vs JP¥44.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.41 (down from JP¥44.21 in 1Q 2023). Revenue: JP¥21.4b (up 10% from 1Q 2023). Net income: JP¥768.0m (down 64% from 1Q 2023). Profit margin: 3.6% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% 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 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 02Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥89.0b to JP¥90.0b. EPS estimate increased from JP¥25.65 to JP¥34.20 per share. Net income forecast to grow 21% next year vs 3.7% growth forecast for Electronic industry in Japan. Consensus price target of JP¥650 unchanged from last update. Share price rose 15% to JP¥641 over the past week.お知らせ • Jun 28Osaki Electric Co., Ltd. to Report Q1, 2024 Results on Aug 01, 2023Osaki Electric Co., Ltd. announced that they will report Q1, 2024 results on Aug 01, 2023Reported Earnings • May 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥27.84 (up from JP¥13.42 loss in FY 2022). Revenue: JP¥89.3b (up 17% from FY 2022). Net income: JP¥1.32b (up JP¥1.98b from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 1.7% p.a. on average during the next 2 years, while revenues in the Electronic industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2023Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company is paying out more than 100% of its profits and is paying out 81% of its cash flow. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 10Third quarter 2023 earnings released: JP¥10.55 loss per share (vs JP¥5.05 loss in 3Q 2022)Third quarter 2023 results: JP¥10.55 loss per share (further deteriorated from JP¥5.05 loss in 3Q 2022). Revenue: JP¥21.1b (up 19% from 3Q 2022). Net loss: JP¥498.0m (loss widened 101% from 3Q 2022). Revenue is forecast to grow 2.3% 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 fallen by 40% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Dec 04Osaki Electric Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Osaki Electric Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: JP¥22.59 loss per share (vs JP¥7.41 loss in 2Q 2022)Second quarter 2023 results: JP¥22.59 loss per share (further deteriorated from JP¥7.41 loss in 2Q 2022). Revenue: JP¥20.2b (up 9.9% from 2Q 2022). Net loss: JP¥1.08b (loss widened 195% from 2Q 2022). Revenue is forecast to grow 3.0% 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 fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Price Target Changed • Nov 16Price target decreased to JP¥575Down from JP¥650, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥510. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥36.75 next year compared to a net loss per share of JP¥13.42 last year.Board Change • Nov 16Less 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. 4 non-independent directors. Independent Outside Corporate Auditor Kumiko Kitai was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Second quarter 2023 earnings released: JP¥22.59 loss per share (vs JP¥7.41 loss in 2Q 2022)Second quarter 2023 results: JP¥22.59 loss per share (further deteriorated from JP¥7.41 loss in 2Q 2022). Revenue: JP¥20.2b (up 9.9% from 2Q 2022). Net loss: JP¥1.08b (loss widened 195% from 2Q 2022). Revenue is forecast to grow 3.0% 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 fallen by 54% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Sep 11Osaki Electric Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022Osaki Electric Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022お知らせ • Aug 27Hagiwara Electric Holdings Co., Ltd. (TSE:7467) agreed to acquire Osaki Engineering Co., Ltd. from Osaki Electric Co., Ltd. (TSE:6644) for ¥1.76 billion.Hagiwara Electric Holdings Co., Ltd. (TSE:7467) agreed to acquire Osaki Engineering Co., Ltd. from Osaki Electric Co., Ltd. (TSE:6644) for ¥1.76 billion on August 25, 2022. As per the terms, Hagiwara Electric Holdings will acquire 5,167,120 shares of Osaki Engineering. The acquisition is expected to close on September 30, 2022. The cash generated from the share transfer will be effectively used to grow the smart meters & solutions business, which is the Group's core business.Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥44.21 (vs JP¥2.61 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.21 (up from JP¥2.61 in 1Q 2022). Revenue: JP¥19.4b (up 9.4% from 1Q 2022). Net income: JP¥2.12b (up JP¥1.99b from 1Q 2022). Profit margin: 11% (up from 0.7% in 1Q 2022). Over the next year, revenue is forecast to grow 1.7%, compared to a 9.4% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Jun 23Osaki Electric Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022Osaki Electric Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022Reported Earnings • May 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: JP¥13.42 loss per share (down from JP¥9.84 profit in FY 2021). Revenue: JP¥76.2b (flat on FY 2021). Net loss: JP¥658.0m (down 237% from profit in FY 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 3.0%, compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • May 14Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2022Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2022.Price Target Changed • Apr 27Price target decreased to JP¥575Down from JP¥650, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥482. Stock is down 16% over the past year. The company is forecast to post a net loss per share of JP¥14.30 compared to earnings per share of JP¥9.84 last year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Corporate Auditor Kumiko Kitai was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 01Osaki Electric Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Osaki Electric Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).お知らせ • Feb 03Osaki Electric Co., Ltd. (TSE:6644) announces an Equity Buyback for 2,500,000 shares, representing 5.09% for ¥1,500 million.Osaki Electric Co., Ltd. (TSE:6644) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 5.09% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to strengthen shareholder returns by improving capital efficiency. The program will run until February 1, 2023. As of December 31, 2021, the company had 49,141,233 issued shares (excluding treasury stock) and 125,947 treasury shares.Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: JP¥5.05 loss per share (down from JP¥5.38 profit in 3Q 2021). Revenue: JP¥17.7b (down 1.1% from 3Q 2021). Net loss: JP¥248.0m (down 194% from profit in 3Q 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 18%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 04Second quarter 2022 earnings released: JP¥7.41 loss per share (vs JP¥1.67 profit in 2Q 2021)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: JP¥18.4b (up 12% from 2Q 2021). Net loss: JP¥364.0m (down JP¥446.0m from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.業績と収益の成長予測TSE:6644 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028102,5005,9005,837N/A23/31/2027101,0005,5004,703N/A13/31/2026100,9005,7773,4358,862N/A12/31/202598,9501,471N/AN/AN/A9/30/202598,0803,6262,1606,197N/A6/30/202597,7683,509N/AN/AN/A3/31/202597,1023,5044,0476,889N/A12/31/202496,9932,550N/AN/AN/A9/30/202495,4241,6224,1216,203N/A6/30/202495,0801,984N/AN/AN/A3/31/202495,1472,4072,6364,187N/A12/31/202397,0032,960N/AN/AN/A9/30/202393,8651,634-2,697-1,386N/A6/30/202391,243-29N/AN/AN/A3/31/202389,2531,319-1,394260N/A12/31/202283,071369N/AN/AN/A9/30/202279,6596191,2123,970N/A6/30/202277,8411,330N/AN/AN/A3/31/202276,184-6581,7224,422N/A12/31/202176,413-64N/AN/AN/A9/30/202176,6084484,4726,196N/A6/30/202174,628894N/AN/AN/A3/31/202176,2554828,82110,503N/A12/31/202077,466-220N/AN/AN/A9/30/202082,2231506,7038,826N/A6/30/202089,129385N/AN/AN/A3/31/202090,0691,197-2,675-394N/A12/31/201993,4122,319N/AN/AN/A9/30/201990,0002,006N/A-6,112N/A6/30/201986,1022,028N/AN/AN/A3/31/201982,0891,806N/A76N/A12/31/201876,9161,765N/AN/AN/A9/30/201877,8992,494N/A9,449N/A6/30/201876,9232,433N/AN/AN/A3/31/201878,7802,666N/A8,110N/A12/31/201782,2402,768N/AN/AN/A9/30/201783,5422,905N/A5,541N/A6/30/201785,9373,801N/AN/AN/A3/31/201786,1593,803N/A7,369N/A12/31/201683,2923,603N/AN/AN/A9/30/201681,5692,923N/A8,595N/A6/30/201678,7762,026N/AN/AN/A3/31/201675,5961,493N/A6,373N/A12/31/201576,2032,409N/AN/AN/A9/30/201575,4211,939N/A3,174N/A6/30/201576,1822,285N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6644の予測収益成長率 (年間1.1% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6644の収益 ( 1.1% ) JP市場 ( 8.8% ) よりも低い成長が予測されています。高成長収益: 6644の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 6644の収益 ( 0.8% ) JP市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: 6644の収益 ( 0.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6644の 自己資本利益率 は、3年後には低くなると予測されています ( 10.1 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance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2026/05/22 08:43終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Osaki Electric Co., Ltd. 2 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Koichi HariyaIchiyoshi Research Institute Inc.Yuta KenmeiMarusan Securities Co. Ltd.Takeshi TanakaMizuho Securities Co., Ltd.
Major Estimate Revision • Mar 10Consensus EPS estimates increase by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥86.10 to JP¥117. Revenue forecast steady at JP¥99.1b. Net income forecast to grow 271% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥1,600 to JP¥2,500. Share price rose 4.7% to JP¥1,774 over the past week.
分析記事 • Feb 06Osaki Electric Co., Ltd. Beat Revenue Forecasts By 8.1%: Here's What Analysts Are Forecasting NextShareholders of Osaki Electric Co., Ltd. ( TSE:6644 ) will be pleased this week, given that the stock price is up 14...
お知らせ • May 13Osaki Electric Co., Ltd. Revises Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2026Osaki Electric Co., Ltd. revised earnings guidance for the full Year of Fiscal Year Ending March 31, 2026. For the six months ending September 30, 2025, the company expects to report net sales of JPY 98,000 million compared to previous guidance of JPY 95,000 million, operating loss of JPY 5,800 million compared to previous guidance of JPY 5,500 million and Profit attributable to owners of the parent of JPY 3,600 million compared to previous guidance of JPY 3,500 million. Basic earnings per share is JPY 79.31.
Major Estimate Revision • Sep 05Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥93.0b to JP¥95.0b. EPS estimate increased from JP¥60.75 to JP¥67.15 per share. Net income forecast to grow 60% next year vs 9.4% growth forecast for Electronic industry in Japan. Consensus price target of JP¥890 unchanged from last update. Share price rose 3.3% to JP¥695 over the past week.
Price Target Changed • Jun 21Price target increased by 15% to JP¥890Up from JP¥775, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥657. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥55.45 for next year compared to JP¥51.35 last year.
Price Target Changed • May 28Price target increased by 14% to JP¥825Up from JP¥725, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥653. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥53.30 for next year compared to JP¥51.35 last year.
分析記事 • May 19There May Be Underlying Issues With The Quality Of Osaki Electric's (TSE:6644) EarningsDespite announcing strong earnings, Osaki Electric Co., Ltd.'s ( TSE:6644 ) stock was sluggish. We did some digging and...
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,754, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 238% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,546 per share.
New Risk • May 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk Large one-off items impacting financial results.
Buy Or Sell Opportunity • May 13Now 27% undervaluedOver the last 90 days, the stock has risen 15% to JP¥1,754. The fair value is estimated to be JP¥2,411, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 1.6% in 2 years. Earnings are forecast to grow by 2.1% in the next 2 years.
お知らせ • May 12Osaki Electric Co., Ltd., Annual General Meeting, Jun 26, 2026Osaki Electric Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Osaki Electric Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Osaki Electric Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,836, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,060 per share.
New Risk • Mar 10New 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 7.1% 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 (7.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).
Major Estimate Revision • Mar 10Consensus EPS estimates increase by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥86.10 to JP¥117. Revenue forecast steady at JP¥99.1b. Net income forecast to grow 271% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥1,600 to JP¥2,500. Share price rose 4.7% to JP¥1,774 over the past week.
Buy Or Sell Opportunity • Mar 04Now 22% undervaluedOver the last 90 days, the stock has risen 34% to JP¥1,585. The fair value is estimated to be JP¥2,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to grow by 254% in the next 2 years.
お知らせ • Feb 19Osaki Electric Co., Ltd. (TSE:6644) announces an Equity Buyback for 1,500,000 shares, representing 3.36% for ¥2,500 million.Osaki Electric Co., Ltd. (TSE:6644) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 3.36% of its issued share capital (excluding treasury stock) for a total purchase price of ¥2,500 million. The purpose of the program is to strengthen shareholder returns by improving capital efficiency. The program will expire on September 30, 2026. As of December 31, 2025, the company had 44,596,914 issued shares (excluding treasury stock) and 2,320,266 treasury shares.
分析記事 • Feb 10After Leaping 26% Osaki Electric Co., Ltd. (TSE:6644) Shares Are Not Flying Under The RadarThe Osaki Electric Co., Ltd. ( TSE:6644 ) share price has done very well over the last month, posting an excellent gain...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,506, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 210% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,993 per share.
分析記事 • Feb 06Osaki Electric Co., Ltd. Beat Revenue Forecasts By 8.1%: Here's What Analysts Are Forecasting NextShareholders of Osaki Electric Co., Ltd. ( TSE:6644 ) will be pleased this week, given that the stock price is up 14...
Reported Earnings • Feb 05Third quarter 2026 earnings released: JP¥8.95 loss per share (vs JP¥37.94 profit in 3Q 2025)Third quarter 2026 results: JP¥8.95 loss per share (down from JP¥37.94 profit in 3Q 2025). Revenue: JP¥26.7b (up 3.4% from 3Q 2025). Net loss: JP¥399.0m (down 123% from profit in 3Q 2025). Revenue is forecast to grow 2.1% 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 40% per year whereas the company’s share price has increased by 37% per year.
分析記事 • Dec 20Osaki Electric (TSE:6644) Is Increasing Its Dividend To ¥18.00Osaki Electric Co., Ltd.'s ( TSE:6644 ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Dec 16Osaki Electric Co., Ltd. to Report Q3, 2026 Results on Feb 03, 2026Osaki Electric Co., Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026
分析記事 • Dec 06Osaki Electric (TSE:6644) Has Announced That It Will Be Increasing Its Dividend To ¥18.00Osaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend from last year's comparable payment on the 30th of...
Declared Dividend • Dec 06First half dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (15% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥1,133. The fair value is estimated to be JP¥1,420, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 5.2% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥7.69 (vs JP¥4.83 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.69 (up from JP¥4.83 in 2Q 2025). Revenue: JP¥23.5b (up 1.3% from 2Q 2025). Net income: JP¥343.0m (up 52% from 2Q 2025). Profit margin: 1.5% (up from 1.0% in 2Q 2025). Revenue is forecast to grow 2.5% 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 55% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 23Osaki Electric (TSE:6644) Is Paying Out A Larger Dividend Than Last YearOsaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend from last year's comparable payment on the 5th of...
お知らせ • Sep 23Osaki Electric Co., Ltd. to Report Q2, 2026 Results on Nov 04, 2025Osaki Electric Co., Ltd. announced that they will report Q2, 2026 results on Nov 04, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Aug 26Osaki Electric Co., Ltd.'s (TSE:6644) Shares Climb 26% But Its Business Is Yet to Catch UpOsaki Electric Co., Ltd. ( TSE:6644 ) shares have continued their recent momentum with a 26% gain in the last month...
分析記事 • Aug 11Osaki Electric's (TSE:6644) Shareholders Will Receive A Bigger Dividend Than Last YearOsaki Electric Co., Ltd. ( TSE:6644 ) has announced that it will be increasing its dividend from last year's comparable...
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥7.77 (vs JP¥7.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.77 (up from JP¥7.35 in 1Q 2025). Revenue: JP¥22.0b (up 3.1% from 1Q 2025). Net income: JP¥350.0m (up 1.4% from 1Q 2025). Profit margin: 1.6% (in line with 1Q 2025). Revenue is forecast to grow 1.4% 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 51% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 24Osaki Electric (TSE:6644) Will Pay A Larger Dividend Than Last Year At ¥17.00Osaki Electric Co., Ltd. ( TSE:6644 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Jul 10Osaki Electric's (TSE:6644) Dividend Will Be Increased To ¥17.00Osaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend from last year's comparable payment on the 5th of...
Declared Dividend • Jul 09Final dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 04We Think That There Are Issues Underlying Osaki Electric's (TSE:6644) EarningsOsaki Electric Co., Ltd.'s ( TSE:6644 ) robust earnings report didn't manage to move the market for its stock. Our...
お知らせ • Jun 27Osaki Electric Co., Ltd. Announces Changes of Executive OfficersOsaki Electric Co., Ltd. announced the resolution passed at a board meeting held on June 27, 2025 to change the executive officer effective from July 1 2025. Changes of Executive Officers (from July 1, 2025): Hirohisa Egashira: New Position Managing Executive Officer Head of Solutions Business Unit (New Appointment). Jun Abe: Current Position: Executive Officer, Head of Solutions Business Unit. New Position: Executive Officer, Deputy General Manager of Solutions Business Unit (in charge of R&D). List of Executive Officers (from July 1, 2025): Mitsuyasu Watanabe: Director, President, Representative Director: COO. Haruyuki Kawabata: Director, Executive Vice President, Representative Director. Ryuichi Ueno: Director, Senior Managing Executive Officer: Head of Group Strategy Division. Takehiko Ota: Managing Executive Officer: Head of Grid Systems Business Unit. Hirohisa Egashira: Managing Executive Officer (New Appointment): Head of Solutions Business Unit. Hiroshi Takahashi: Executive Officer: Head of Corporate Division. Toshiaki Takada: Executive Officer: Deputy General Manager of Grid Systems Business Unit General Manager of Manufacturing Management Department. Jun Abe: Executive Officer: Deputy General Manager of Solutions Business Unit (in charge of R&D). Nobuyuki Ono: Executive Officer: Deputy General Manager of Solutions Business Unit General Manager of Business Management Department President of La crasin Inc. Noriyuki Tokumoto: Executive Officer: Deputy General Manager of Solutions Business Unit General Manager of Operation Management Department. Hiroyuki Hatakeyama: Executive Officer: Deputy General Manager of Corporate Division General Manager of Finance & Accounting Department. Tetsuya Yamato: Executive Officer: Deputy General Manager of Group Strategy Division General Manager of Domestic Strategy Department.
お知らせ • Jun 19Osaki Electric Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Osaki Electric Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 13Osaki Electric Co., Ltd. Revises Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2026Osaki Electric Co., Ltd. revised earnings guidance for the full Year of Fiscal Year Ending March 31, 2026. For the six months ending September 30, 2025, the company expects to report net sales of JPY 98,000 million compared to previous guidance of JPY 95,000 million, operating loss of JPY 5,800 million compared to previous guidance of JPY 5,500 million and Profit attributable to owners of the parent of JPY 3,600 million compared to previous guidance of JPY 3,500 million. Basic earnings per share is JPY 79.31.
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥75.47 (up from JP¥51.35 in FY 2024). Revenue: JP¥97.1b (up 2.1% from FY 2024). Net income: JP¥3.50b (up 46% from FY 2024). Profit margin: 3.6% (up from 2.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 4.2% 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 increased by 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12+ 3 more updatesOsaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2025Osaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • Mar 27Osaki Electric's (TSE:6644) Upcoming Dividend Will Be Larger Than Last Year'sOsaki Electric Co., Ltd. ( TSE:6644 ) will increase its dividend on the 30th of June to ¥12.00, which is 20% higher...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 19Osaki Electric Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Osaki Electric Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥37.94 (vs JP¥17.65 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.94 (up from JP¥17.65 in 3Q 2024). Revenue: JP¥25.8b (up 6.5% from 3Q 2024). Net income: JP¥1.76b (up 112% from 3Q 2024). Profit margin: 6.8% (up from 3.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 07Osaki Electric (TSE:6644) 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...
お知らせ • Dec 19Osaki Electric Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Osaki Electric Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
Declared Dividend • Dec 06First half dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 123% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 26Osaki Electric (TSE:6644) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereOsaki Electric Co., Ltd.'s ( TSE:6644 ) recent earnings report didn't offer any surprises, with the shares unchanged...
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥4.83 (vs JP¥12.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.83 (down from JP¥12.54 in 2Q 2024). Revenue: JP¥23.2b (up 1.5% from 2Q 2024). Net income: JP¥226.0m (down 62% from 2Q 2024). Profit margin: 1.0% (down from 2.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Masami Mizuno was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
お知らせ • Sep 13Osaki Electric Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024Osaki Electric Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024
Major Estimate Revision • Sep 05Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥93.0b to JP¥95.0b. EPS estimate increased from JP¥60.75 to JP¥67.15 per share. Net income forecast to grow 60% next year vs 9.4% growth forecast for Electronic industry in Japan. Consensus price target of JP¥890 unchanged from last update. Share price rose 3.3% to JP¥695 over the past week.
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥7.35 (vs JP¥16.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.35 (down from JP¥16.41 in 1Q 2024). Revenue: JP¥21.3b (flat on 1Q 2024). Net income: JP¥345.0m (down 55% from 1Q 2024). Profit margin: 1.6% (down from 3.6% in 1Q 2024). Revenue is forecast to grow 2.9% 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 66% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 06Osaki Electric Co., Ltd. (TSE:6644) announces an Equity Buyback for 2,500,000 shares, representing 5.33% for ¥2,000 million.Osaki Electric Co., Ltd. (TSE:6644) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 5.33% of its issued share capital (excluding treasury stock) for a total purchase price of ¥2,000 million. The purpose of the program is to strengthen shareholder returns by improving capital efficiency. The repurchased shares will be cancelled. The program will expire on August 6, 2025. As of June 30, 2024, the company had 46,913,771 issued shares (excluding treasury stock) and 1,353,409 treasury shares.
分析記事 • Aug 06Potential Upside For Osaki Electric Co., Ltd. (TSE:6644) Not Without RiskWith a median price-to-earnings (or "P/E") ratio of close to 12x in Japan, you could be forgiven for feeling...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥531, 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 1.6% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jun 21Price target increased by 15% to JP¥890Up from JP¥775, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥657. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥55.45 for next year compared to JP¥51.35 last year.
お知らせ • Jun 08Osaki Electric Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Osaki Electric Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Price Target Changed • May 28Price target increased by 14% to JP¥825Up from JP¥725, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥653. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥53.30 for next year compared to JP¥51.35 last year.
Reported Earnings • May 11Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥51.35 (up from JP¥27.84 in FY 2023). Revenue: JP¥95.1b (up 6.6% from FY 2023). Net income: JP¥2.41b (up 83% from FY 2023). Profit margin: 2.5% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 2 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 66% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11Osaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2024Osaki Electric Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
お知らせ • Mar 20Osaki Electric Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Osaki Electric Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥17.65 (vs JP¥10.55 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.65 (up from JP¥10.55 loss in 3Q 2023). Revenue: JP¥24.2b (up 15% from 3Q 2023). Net income: JP¥828.0m (up JP¥1.33b from 3Q 2023). Profit margin: 3.4% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 1.4% 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 69% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 24Osaki Electric Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Osaki Electric Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Buying Opportunity • Nov 27Now 20% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be JP¥822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 1.8% in 2 years. Earnings is forecast to grow by 65% in the next 2 years.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥12.54 (vs JP¥22.59 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.54 (up from JP¥22.59 loss in 2Q 2023). Revenue: JP¥22.8b (up 13% from 2Q 2023). Net income: JP¥588.0m (up JP¥1.66b from 2Q 2023). Profit margin: 2.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 1.4% 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 48% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Sep 06Osaki Electric Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Osaki Electric Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Price Target Changed • Aug 15Price target increased by 7.7% to JP¥700Up from JP¥650, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥624. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥33.15 for next year compared to JP¥27.84 last year.
Reported Earnings • Aug 02First quarter 2024 earnings released: EPS: JP¥16.41 (vs JP¥44.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.41 (down from JP¥44.21 in 1Q 2023). Revenue: JP¥21.4b (up 10% from 1Q 2023). Net income: JP¥768.0m (down 64% from 1Q 2023). Profit margin: 3.6% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% 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 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 02Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥89.0b to JP¥90.0b. EPS estimate increased from JP¥25.65 to JP¥34.20 per share. Net income forecast to grow 21% next year vs 3.7% growth forecast for Electronic industry in Japan. Consensus price target of JP¥650 unchanged from last update. Share price rose 15% to JP¥641 over the past week.
お知らせ • Jun 28Osaki Electric Co., Ltd. to Report Q1, 2024 Results on Aug 01, 2023Osaki Electric Co., Ltd. announced that they will report Q1, 2024 results on Aug 01, 2023
Reported Earnings • May 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥27.84 (up from JP¥13.42 loss in FY 2022). Revenue: JP¥89.3b (up 17% from FY 2022). Net income: JP¥1.32b (up JP¥1.98b from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 1.7% p.a. on average during the next 2 years, while revenues in the Electronic industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2023Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company is paying out more than 100% of its profits and is paying out 81% of its cash flow. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: JP¥10.55 loss per share (vs JP¥5.05 loss in 3Q 2022)Third quarter 2023 results: JP¥10.55 loss per share (further deteriorated from JP¥5.05 loss in 3Q 2022). Revenue: JP¥21.1b (up 19% from 3Q 2022). Net loss: JP¥498.0m (loss widened 101% from 3Q 2022). Revenue is forecast to grow 2.3% 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 fallen by 40% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 04Osaki Electric Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Osaki Electric Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: JP¥22.59 loss per share (vs JP¥7.41 loss in 2Q 2022)Second quarter 2023 results: JP¥22.59 loss per share (further deteriorated from JP¥7.41 loss in 2Q 2022). Revenue: JP¥20.2b (up 9.9% from 2Q 2022). Net loss: JP¥1.08b (loss widened 195% from 2Q 2022). Revenue is forecast to grow 3.0% 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 fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Price Target Changed • Nov 16Price target decreased to JP¥575Down from JP¥650, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥510. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥36.75 next year compared to a net loss per share of JP¥13.42 last year.
Board Change • Nov 16Less 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. 4 non-independent directors. Independent Outside Corporate Auditor Kumiko Kitai was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Second quarter 2023 earnings released: JP¥22.59 loss per share (vs JP¥7.41 loss in 2Q 2022)Second quarter 2023 results: JP¥22.59 loss per share (further deteriorated from JP¥7.41 loss in 2Q 2022). Revenue: JP¥20.2b (up 9.9% from 2Q 2022). Net loss: JP¥1.08b (loss widened 195% from 2Q 2022). Revenue is forecast to grow 3.0% 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 fallen by 54% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Sep 11Osaki Electric Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022Osaki Electric Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022
お知らせ • Aug 27Hagiwara Electric Holdings Co., Ltd. (TSE:7467) agreed to acquire Osaki Engineering Co., Ltd. from Osaki Electric Co., Ltd. (TSE:6644) for ¥1.76 billion.Hagiwara Electric Holdings Co., Ltd. (TSE:7467) agreed to acquire Osaki Engineering Co., Ltd. from Osaki Electric Co., Ltd. (TSE:6644) for ¥1.76 billion on August 25, 2022. As per the terms, Hagiwara Electric Holdings will acquire 5,167,120 shares of Osaki Engineering. The acquisition is expected to close on September 30, 2022. The cash generated from the share transfer will be effectively used to grow the smart meters & solutions business, which is the Group's core business.
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥44.21 (vs JP¥2.61 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.21 (up from JP¥2.61 in 1Q 2022). Revenue: JP¥19.4b (up 9.4% from 1Q 2022). Net income: JP¥2.12b (up JP¥1.99b from 1Q 2022). Profit margin: 11% (up from 0.7% in 1Q 2022). Over the next year, revenue is forecast to grow 1.7%, compared to a 9.4% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 23Osaki Electric Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022Osaki Electric Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022
Reported Earnings • May 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: JP¥13.42 loss per share (down from JP¥9.84 profit in FY 2021). Revenue: JP¥76.2b (flat on FY 2021). Net loss: JP¥658.0m (down 237% from profit in FY 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 3.0%, compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • May 14Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2022Osaki Electric Co., Ltd., Annual General Meeting, Jun 28, 2022.
Price Target Changed • Apr 27Price target decreased to JP¥575Down from JP¥650, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥482. Stock is down 16% over the past year. The company is forecast to post a net loss per share of JP¥14.30 compared to earnings per share of JP¥9.84 last year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Corporate Auditor Kumiko Kitai was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 01Osaki Electric Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Osaki Electric Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
お知らせ • Feb 03Osaki Electric Co., Ltd. (TSE:6644) announces an Equity Buyback for 2,500,000 shares, representing 5.09% for ¥1,500 million.Osaki Electric Co., Ltd. (TSE:6644) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 5.09% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to strengthen shareholder returns by improving capital efficiency. The program will run until February 1, 2023. As of December 31, 2021, the company had 49,141,233 issued shares (excluding treasury stock) and 125,947 treasury shares.
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: JP¥5.05 loss per share (down from JP¥5.38 profit in 3Q 2021). Revenue: JP¥17.7b (down 1.1% from 3Q 2021). Net loss: JP¥248.0m (down 194% from profit in 3Q 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 18%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 04Second quarter 2022 earnings released: JP¥7.41 loss per share (vs JP¥1.67 profit in 2Q 2021)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: JP¥18.4b (up 12% from 2Q 2021). Net loss: JP¥364.0m (down JP¥446.0m from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.