View ValuationShirai Electronics Industrial 将来の成長Future 基準チェック /06現在、 Shirai Electronics Industrialの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長11.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 13Full year 2026 earnings released: EPS: JP¥87.41 (vs JP¥138 in FY 2025)Full year 2026 results: EPS: JP¥87.41 (down from JP¥138 in FY 2025). Revenue: JP¥29.1b (flat on FY 2025). Net income: JP¥1.31b (down 37% from FY 2025). Profit margin: 4.5% (down from 7.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.お知らせ • May 12Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 23, 2026Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 23, 2026.New Risk • May 12New 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 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (JP¥8.32b market cap, or US$52.8m).Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥555, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 18% over the past three years.お知らせ • May 09Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥31.68 (vs JP¥29.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.68 (up from JP¥29.14 in 3Q 2025). Revenue: JP¥7.57b (up 17% from 3Q 2025). Net income: JP¥475.0m (up 8.0% from 3Q 2025). Profit margin: 6.3% (down from 6.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Dec 27Shirai Electronics Industrial Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥24.39 (vs JP¥38.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.39 (down from JP¥38.99 in 2Q 2025). Revenue: JP¥6.77b (down 10% from 2Q 2025). Net income: JP¥365.0m (down 38% from 2Q 2025). Profit margin: 5.4% (down from 7.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Sep 03Shirai Electronics Industrial Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥22.81 (vs JP¥23.91 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.81 (down from JP¥23.91 in 1Q 2025). Revenue: JP¥6.91b (up 2.0% from 1Q 2025). Net income: JP¥341.0m (down 5.3% from 1Q 2025). Profit margin: 4.9% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Board Change • Jul 09Less 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. 5 non-independent directors. Independent Outside Director Kazushi Hirano was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 02Shirai Electronics Industrial Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥138 (vs JP¥105 in FY 2024)Full year 2025 results: EPS: JP¥138 (up from JP¥105 in FY 2024). Revenue: JP¥29.3b (up 1.7% from FY 2024). Net income: JP¥2.08b (up 40% from FY 2024). Profit margin: 7.1% (up from 5.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥138 (vs JP¥105 in FY 2024)Full year 2025 results: EPS: JP¥138 (up from JP¥105 in FY 2024). Revenue: JP¥29.3b (up 1.7% from FY 2024). Net income: JP¥2.08b (up 40% from FY 2024). Profit margin: 7.1% (up from 5.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • May 14Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 24, 2025Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Mar 28Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥29.14 (vs JP¥33.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.14 (down from JP¥33.55 in 3Q 2024). Revenue: JP¥6.45b (down 15% from 3Q 2024). Net income: JP¥440.0m (down 7.2% from 3Q 2024). Profit margin: 6.8% (up from 6.2% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Jan 17Shirai Electronics Industrial Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Nov 20Why Shirai Electronics Industrial's (TSE:6658) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market rallied behind Shirai Electronics Industrial Co., Ltd.'s ( TSE:6658 ) stock, leading do a rise in the share...お知らせ • Oct 03Shirai Electronics Industrial Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024Buy Or Sell Opportunity • Sep 09Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to JP¥591. The fair value is estimated to be JP¥491, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 20%.Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥23.91 (vs JP¥23.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥23.91 (up from JP¥23.77 in 1Q 2024). Revenue: JP¥6.78b (flat on 1Q 2024). Net income: JP¥360.0m (up 9.1% from 1Q 2024). Profit margin: 5.3% (up from 4.9% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 05Shirai Electronics Industrial Co., Ltd. (TSE:6658) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughShirai Electronics Industrial Co., Ltd. ( TSE:6658 ) shareholders won't be pleased to see that the share price has had...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥476, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 104% over the past three years.お知らせ • Jun 27Shirai Electronics Industrial Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥105 (vs JP¥149 in FY 2023)Full year 2024 results: EPS: JP¥105 (down from JP¥149 in FY 2023). Revenue: JP¥28.8b (down 12% from FY 2023). Net income: JP¥1.49b (down 28% from FY 2023). Profit margin: 5.2% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 38% per year.分析記事 • Jun 10Shirai Electronics Industrial Co., Ltd.'s (TSE:6658) Shares Bounce 26% But Its Business Still Trails The MarketShirai Electronics Industrial Co., Ltd. ( TSE:6658 ) shareholders have had their patience rewarded with a 26% share...New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Shareholders have been diluted in the past year (8.5% increase in shares outstanding). Market cap is less than US$100m (JP¥9.64b market cap, or US$61.3m).分析記事 • May 22There May Be Some Bright Spots In Shirai Electronics Industrial's (TSE:6658) EarningsShirai Electronics Industrial Co., Ltd.'s ( TSE:6658 ) recent soft profit numbers didn't appear to worry shareholders...Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥105 (vs JP¥149 in FY 2023)Full year 2024 results: EPS: JP¥105 (down from JP¥149 in FY 2023). Revenue: JP¥28.8b (down 12% from FY 2023). Net income: JP¥1.49b (down 28% from FY 2023). Profit margin: 5.2% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 32% per year.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥609, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 152% over the past three years.お知らせ • May 16Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 20, 2024Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 20, 2024.お知らせ • Mar 28Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥606, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 126% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥33.55 (vs JP¥53.44 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.55 (down from JP¥53.44 in 3Q 2023). Revenue: JP¥7.61b (down 21% from 3Q 2023). Net income: JP¥474.0m (down 36% from 3Q 2023). Profit margin: 6.2% (down from 7.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 10Shirai Electronics Industrial Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024New Risk • Nov 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (JP¥7.56b market cap, or US$50.9m).Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥39.48 (vs JP¥49.82 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.48 (down from JP¥49.82 in 2Q 2023). Revenue: JP¥8.15b (down 9.4% from 2Q 2023). Net income: JP¥549.0m (down 21% from 2Q 2023). Profit margin: 6.7% (down from 7.7% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥582, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 138% over the past three years.New Risk • Oct 02New 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 8.0% 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 (8.0% average weekly change). Minor Risks High level of debt (102% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.01b market cap, or US$46.8m).Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥505, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 167% over the past three years.お知らせ • Sep 28Shirai Electronics Industrial Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥23.77 (vs JP¥32.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.77 (down from JP¥32.35 in 1Q 2023). Revenue: JP¥6.78b (down 14% from 1Q 2023). Net income: JP¥330.0m (down 26% from 1Q 2023). Profit margin: 4.9% (down from 5.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 24Shirai Electronics Industrial Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥149 (vs JP¥95.22 in FY 2022)Full year 2023 results: EPS: JP¥149 (up from JP¥95.22 in FY 2022). Revenue: JP¥32.9b (up 12% from FY 2022). Net income: JP¥2.06b (up 56% from FY 2022). Profit margin: 6.3% (up from 4.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥682, 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. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥597, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 209% over the past three years.お知らせ • May 14Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 22, 2023Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 22, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 44%After last week's 44% share price gain to JP¥775, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 205% over the past three years.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥53.44 (vs JP¥32.91 in 3Q 2022)Third quarter 2023 results: EPS: JP¥53.44 (up from JP¥32.91 in 3Q 2022). Revenue: JP¥9.59b (up 28% from 3Q 2022). Net income: JP¥742.0m (up 62% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥485, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 66% over the past three years.お知らせ • Nov 30Shirai Electronics Industrial Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥557, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 91% over the past three years.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Toshiyuki Hatazawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥49.82 (vs JP¥31.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.82 (up from JP¥31.34 in 2Q 2022). Revenue: JP¥8.99b (up 28% from 2Q 2022). Net income: JP¥691.0m (up 58% from 2Q 2022). Profit margin: 7.7% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 04Shirai Electronics Industrial Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥492, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 71% over the past three years.Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥32.35 (vs JP¥16.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.35 (up from JP¥16.03 in 1Q 2022). Revenue: JP¥7.85b (up 23% from 1Q 2022). Net income: JP¥448.0m (up 100% from 1Q 2022). Profit margin: 5.7% (up from 3.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥385, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 27% over the past three years.お知らせ • Jun 05Shirai Electronics Industrial Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥355, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥95.22 (vs JP¥14.88 loss in FY 2021)Full year 2022 results: EPS: JP¥95.22 (up from JP¥14.88 loss in FY 2021). Revenue: JP¥29.4b (up 32% from FY 2021). Net income: JP¥1.33b (up JP¥1.54b from FY 2021). Profit margin: 4.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 28, 2022Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Toshiyuki Hatazawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥32.91 (up from JP¥2.29 in 3Q 2021). Revenue: JP¥7.48b (up 38% from 3Q 2021). Net income: JP¥459.0m (up JP¥427.0m from 3Q 2021). Profit margin: 6.1% (up from 0.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥410, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 36% over the past three years.お知らせ • Dec 02Shirai Electronics Industrial Co., Ltd. (JASDAQ:6658) announces an Equity Buyback for 200,000 shares, representing 1.43% for ¥60 million.Shirai Electronics Industrial Co., Ltd. (JASDAQ:6658) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥60 million. The purpose of the program is to implement agile capital policies in response to improvements in capital efficiency and changes in the business environment. The program will continue through March 31, 2022. As of October 31, 2021, the company had 13,974,587 issued shares (excluding treasury stock) and 1,413 treasury shares.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 36% share price gain to JP¥491, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥31.34 (vs JP¥13.81 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥7.03b (up 31% from 2Q 2021). Net income: JP¥438.0m (up JP¥631.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥16.03 (vs JP¥17.89 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.39b (up 23% from 1Q 2021). Net income: JP¥224.0m (up JP¥474.0m from 1Q 2021). Profit margin: 3.5% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • May 18Full year 2021 earnings released: JP¥14.88 loss per share (vs JP¥35.78 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥22.4b (down 14% from FY 2020). Net loss: JP¥208.0m (loss narrowed 58% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 21% per year.分析記事 • Apr 20Is Shirai Electronics Industrial (TYO:6658) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Mar 04Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥2.29 (vs JP¥9.45 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.44b (down 18% from 3Q 2020). Net income: JP¥32.0m (up JP¥164.0m from 3Q 2020). Profit margin: 0.6% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.分析記事 • Jan 04Is Shirai Electronics Industrial (TYO:6658) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥13.81 loss per shareThe company reported a poor second quarter result with increased losses and weaker revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥5.39b (down 19% from 2Q 2020). Net loss: JP¥193.0m (loss widened 9.0% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 12New 90-day high: JP¥247The company is up 19% from its price of JP¥208 on 14 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.お知らせ • Oct 10Shirai Electronics Industrial Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020お知らせ • Jul 05Shirai Electronics Industrial Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Shirai Electronics Industrial は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:6658 - 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3/31/202629,1181,3091,3521,965N/A12/31/202529,8221,868N/AN/AN/A9/30/202528,7001,8331,8752,555N/A6/30/202529,4722,056N/AN/AN/A3/31/202529,3372,0752,0562,611N/A12/31/202427,0701,522N/AN/AN/A9/30/202428,2251,5562,3342,602N/A6/30/202428,8331,517N/AN/AN/A3/31/202428,8331,4872,8923,165N/A12/31/202328,9631,535N/AN/AN/A9/30/202330,9511,8033,0903,447N/A6/30/202331,7931,945N/AN/AN/A3/31/202332,8642,0632,6873,142N/A12/31/202234,9262,087N/AN/AN/A9/30/202232,8131,8041,7412,190N/A6/30/202230,8561,551N/AN/AN/A3/31/202229,3971,3271,6552,525N/A12/31/202127,2301,324N/AN/AN/A9/30/202125,1898971,1332,209N/A6/30/202123,546266N/AN/AN/A3/31/202122,355-208291,284N/A12/31/202022,670-385N/AN/AN/A9/30/202023,860-549971,557N/A6/30/202025,124-533N/AN/AN/A3/31/202026,135-500381,298N/A12/31/201926,293-461N/AN/AN/A9/30/201927,499-105N/A612N/A6/30/201928,031-174N/AN/AN/A3/31/201928,632-226N/A805N/A12/31/201829,102-474N/AN/AN/A9/30/201828,665-537N/A581N/A6/30/201828,633-229N/AN/AN/A3/31/201828,52254N/A601N/A12/31/201730,107562N/AN/AN/A9/30/201729,433431N/A931N/A6/30/201728,434297N/AN/AN/A3/31/201728,042305N/A659N/A12/31/201626,176198N/AN/AN/A9/30/201626,760-266N/A1,193N/A6/30/201628,335-10N/AN/AN/A3/31/201629,35992N/A1,466N/A12/31/201531,082363N/AN/AN/A9/30/201531,6461,094N/A1,592N/A6/30/201530,8181,013N/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: 6658の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 6658の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 6658の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 6658の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 6658の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 6658の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/25 12:01終値2026/05/25 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Shirai Electronics Industrial Co., Ltd. 0 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。0
Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥87.41 (vs JP¥138 in FY 2025)Full year 2026 results: EPS: JP¥87.41 (down from JP¥138 in FY 2025). Revenue: JP¥29.1b (flat on FY 2025). Net income: JP¥1.31b (down 37% from FY 2025). Profit margin: 4.5% (down from 7.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • May 12Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 23, 2026Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 23, 2026.
New Risk • May 12New 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 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (JP¥8.32b market cap, or US$52.8m).
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥555, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 18% over the past three years.
お知らせ • May 09Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥31.68 (vs JP¥29.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.68 (up from JP¥29.14 in 3Q 2025). Revenue: JP¥7.57b (up 17% from 3Q 2025). Net income: JP¥475.0m (up 8.0% from 3Q 2025). Profit margin: 6.3% (down from 6.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Shirai Electronics Industrial Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥24.39 (vs JP¥38.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.39 (down from JP¥38.99 in 2Q 2025). Revenue: JP¥6.77b (down 10% from 2Q 2025). Net income: JP¥365.0m (down 38% from 2Q 2025). Profit margin: 5.4% (down from 7.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Sep 03Shirai Electronics Industrial Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥22.81 (vs JP¥23.91 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.81 (down from JP¥23.91 in 1Q 2025). Revenue: JP¥6.91b (up 2.0% from 1Q 2025). Net income: JP¥341.0m (down 5.3% from 1Q 2025). Profit margin: 4.9% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Board Change • Jul 09Less 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. 5 non-independent directors. Independent Outside Director Kazushi Hirano was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 02Shirai Electronics Industrial Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥138 (vs JP¥105 in FY 2024)Full year 2025 results: EPS: JP¥138 (up from JP¥105 in FY 2024). Revenue: JP¥29.3b (up 1.7% from FY 2024). Net income: JP¥2.08b (up 40% from FY 2024). Profit margin: 7.1% (up from 5.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥138 (vs JP¥105 in FY 2024)Full year 2025 results: EPS: JP¥138 (up from JP¥105 in FY 2024). Revenue: JP¥29.3b (up 1.7% from FY 2024). Net income: JP¥2.08b (up 40% from FY 2024). Profit margin: 7.1% (up from 5.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • May 14Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 24, 2025Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 28Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥29.14 (vs JP¥33.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.14 (down from JP¥33.55 in 3Q 2024). Revenue: JP¥6.45b (down 15% from 3Q 2024). Net income: JP¥440.0m (down 7.2% from 3Q 2024). Profit margin: 6.8% (up from 6.2% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Jan 17Shirai Electronics Industrial Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Nov 20Why Shirai Electronics Industrial's (TSE:6658) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market rallied behind Shirai Electronics Industrial Co., Ltd.'s ( TSE:6658 ) stock, leading do a rise in the share...
お知らせ • Oct 03Shirai Electronics Industrial Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
Buy Or Sell Opportunity • Sep 09Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to JP¥591. The fair value is estimated to be JP¥491, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 20%.
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥23.91 (vs JP¥23.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥23.91 (up from JP¥23.77 in 1Q 2024). Revenue: JP¥6.78b (flat on 1Q 2024). Net income: JP¥360.0m (up 9.1% from 1Q 2024). Profit margin: 5.3% (up from 4.9% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 05Shirai Electronics Industrial Co., Ltd. (TSE:6658) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughShirai Electronics Industrial Co., Ltd. ( TSE:6658 ) shareholders won't be pleased to see that the share price has had...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥476, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 104% over the past three years.
お知らせ • Jun 27Shirai Electronics Industrial Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥105 (vs JP¥149 in FY 2023)Full year 2024 results: EPS: JP¥105 (down from JP¥149 in FY 2023). Revenue: JP¥28.8b (down 12% from FY 2023). Net income: JP¥1.49b (down 28% from FY 2023). Profit margin: 5.2% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 38% per year.
分析記事 • Jun 10Shirai Electronics Industrial Co., Ltd.'s (TSE:6658) Shares Bounce 26% But Its Business Still Trails The MarketShirai Electronics Industrial Co., Ltd. ( TSE:6658 ) shareholders have had their patience rewarded with a 26% share...
New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Shareholders have been diluted in the past year (8.5% increase in shares outstanding). Market cap is less than US$100m (JP¥9.64b market cap, or US$61.3m).
分析記事 • May 22There May Be Some Bright Spots In Shirai Electronics Industrial's (TSE:6658) EarningsShirai Electronics Industrial Co., Ltd.'s ( TSE:6658 ) recent soft profit numbers didn't appear to worry shareholders...
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥105 (vs JP¥149 in FY 2023)Full year 2024 results: EPS: JP¥105 (down from JP¥149 in FY 2023). Revenue: JP¥28.8b (down 12% from FY 2023). Net income: JP¥1.49b (down 28% from FY 2023). Profit margin: 5.2% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 32% per year.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥609, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 152% over the past three years.
お知らせ • May 16Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 20, 2024Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 20, 2024.
お知らせ • Mar 28Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥606, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 126% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥33.55 (vs JP¥53.44 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.55 (down from JP¥53.44 in 3Q 2023). Revenue: JP¥7.61b (down 21% from 3Q 2023). Net income: JP¥474.0m (down 36% from 3Q 2023). Profit margin: 6.2% (down from 7.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 10Shirai Electronics Industrial Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024
New Risk • Nov 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (JP¥7.56b market cap, or US$50.9m).
Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥39.48 (vs JP¥49.82 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.48 (down from JP¥49.82 in 2Q 2023). Revenue: JP¥8.15b (down 9.4% from 2Q 2023). Net income: JP¥549.0m (down 21% from 2Q 2023). Profit margin: 6.7% (down from 7.7% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥582, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 138% over the past three years.
New Risk • Oct 02New 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 8.0% 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 (8.0% average weekly change). Minor Risks High level of debt (102% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.01b market cap, or US$46.8m).
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥505, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 167% over the past three years.
お知らせ • Sep 28Shirai Electronics Industrial Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥23.77 (vs JP¥32.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.77 (down from JP¥32.35 in 1Q 2023). Revenue: JP¥6.78b (down 14% from 1Q 2023). Net income: JP¥330.0m (down 26% from 1Q 2023). Profit margin: 4.9% (down from 5.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 24Shirai Electronics Industrial Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥149 (vs JP¥95.22 in FY 2022)Full year 2023 results: EPS: JP¥149 (up from JP¥95.22 in FY 2022). Revenue: JP¥32.9b (up 12% from FY 2022). Net income: JP¥2.06b (up 56% from FY 2022). Profit margin: 6.3% (up from 4.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥682, 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. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥597, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 209% over the past three years.
お知らせ • May 14Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 22, 2023Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 22, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 44%After last week's 44% share price gain to JP¥775, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 205% over the past three years.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥53.44 (vs JP¥32.91 in 3Q 2022)Third quarter 2023 results: EPS: JP¥53.44 (up from JP¥32.91 in 3Q 2022). Revenue: JP¥9.59b (up 28% from 3Q 2022). Net income: JP¥742.0m (up 62% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥485, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 66% over the past three years.
お知らせ • Nov 30Shirai Electronics Industrial Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥557, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 91% over the past three years.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Toshiyuki Hatazawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥49.82 (vs JP¥31.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.82 (up from JP¥31.34 in 2Q 2022). Revenue: JP¥8.99b (up 28% from 2Q 2022). Net income: JP¥691.0m (up 58% from 2Q 2022). Profit margin: 7.7% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 04Shirai Electronics Industrial Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥492, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 71% over the past three years.
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥32.35 (vs JP¥16.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.35 (up from JP¥16.03 in 1Q 2022). Revenue: JP¥7.85b (up 23% from 1Q 2022). Net income: JP¥448.0m (up 100% from 1Q 2022). Profit margin: 5.7% (up from 3.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥385, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 27% over the past three years.
お知らせ • Jun 05Shirai Electronics Industrial Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥355, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥95.22 (vs JP¥14.88 loss in FY 2021)Full year 2022 results: EPS: JP¥95.22 (up from JP¥14.88 loss in FY 2021). Revenue: JP¥29.4b (up 32% from FY 2021). Net income: JP¥1.33b (up JP¥1.54b from FY 2021). Profit margin: 4.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 28, 2022Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Toshiyuki Hatazawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥32.91 (up from JP¥2.29 in 3Q 2021). Revenue: JP¥7.48b (up 38% from 3Q 2021). Net income: JP¥459.0m (up JP¥427.0m from 3Q 2021). Profit margin: 6.1% (up from 0.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥410, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 36% over the past three years.
お知らせ • Dec 02Shirai Electronics Industrial Co., Ltd. (JASDAQ:6658) announces an Equity Buyback for 200,000 shares, representing 1.43% for ¥60 million.Shirai Electronics Industrial Co., Ltd. (JASDAQ:6658) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥60 million. The purpose of the program is to implement agile capital policies in response to improvements in capital efficiency and changes in the business environment. The program will continue through March 31, 2022. As of October 31, 2021, the company had 13,974,587 issued shares (excluding treasury stock) and 1,413 treasury shares.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 36% share price gain to JP¥491, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥31.34 (vs JP¥13.81 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥7.03b (up 31% from 2Q 2021). Net income: JP¥438.0m (up JP¥631.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥16.03 (vs JP¥17.89 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.39b (up 23% from 1Q 2021). Net income: JP¥224.0m (up JP¥474.0m from 1Q 2021). Profit margin: 3.5% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • May 18Full year 2021 earnings released: JP¥14.88 loss per share (vs JP¥35.78 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥22.4b (down 14% from FY 2020). Net loss: JP¥208.0m (loss narrowed 58% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 21% per year.
分析記事 • Apr 20Is Shirai Electronics Industrial (TYO:6658) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Mar 04Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥2.29 (vs JP¥9.45 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.44b (down 18% from 3Q 2020). Net income: JP¥32.0m (up JP¥164.0m from 3Q 2020). Profit margin: 0.6% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
分析記事 • Jan 04Is Shirai Electronics Industrial (TYO:6658) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥13.81 loss per shareThe company reported a poor second quarter result with increased losses and weaker revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥5.39b (down 19% from 2Q 2020). Net loss: JP¥193.0m (loss widened 9.0% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 12New 90-day high: JP¥247The company is up 19% from its price of JP¥208 on 14 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.
お知らせ • Oct 10Shirai Electronics Industrial Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
お知らせ • Jul 05Shirai Electronics Industrial Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020