View ValuationIkegami Tsushinki 将来の成長Future 基準チェック /26Ikegami Tsushinkiは、9.4%と3.8%でそれぞれ年率9.4%で利益と収益が成長すると予測される一方、EPSはgrowで9.3%年率。主要情報9.4%収益成長率9.33%EPS成長率Electronic 収益成長11.5%収益成長率3.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日06 Feb 2026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 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥58.63 (up from JP¥36.67 in FY 2025). Revenue: JP¥21.3b (up 2.9% from FY 2025). Net income: JP¥376.0m (up 60% from FY 2025). Profit margin: 1.8% (up from 1.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥666, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 15% over the past three years.Buy Or Sell Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to JP¥680. The fair value is estimated to be JP¥864, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to decline by 4.4% in the next 2 years.お知らせ • May 14Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 26, 2026Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026New Risk • Mar 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥4.58b market cap, or US$28.8m).Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥4.32b market cap, or US$27.5m).分析記事 • Jan 16Is Ikegami Tsushinki (TSE:6771) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • Jan 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to JP¥625. The fair value is estimated to be JP¥519, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.9% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.お知らせ • Dec 24Ikegami Tsushinki Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026Reported Earnings • Nov 17Second quarter 2026 earnings released: JP¥29.78 loss per share (vs JP¥73.50 loss in 2Q 2025)Second quarter 2026 results: JP¥29.78 loss per share (improved from JP¥73.50 loss in 2Q 2025). Revenue: JP¥4.33b (up 30% from 2Q 2025). Net loss: JP¥191.0m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% 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 • Sep 26Ikegami Tsushinki Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥149 loss per share (vs JP¥132 loss in 1Q 2025)First quarter 2026 results: JP¥149 loss per share (further deteriorated from JP¥132 loss in 1Q 2025). Revenue: JP¥1.84b (down 16% from 1Q 2025). Net loss: JP¥954.0m (loss widened 13% from 1Q 2025). Revenue is forecast to grow 5.1% 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 fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jun 05Now 21% overvaluedOver the last 90 days, the stock has fallen 8.2% to JP¥626. The fair value is estimated to be JP¥519, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 28%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 453% in the next 2 years.お知らせ • Jun 03Ikegami Tsushinki Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • May 15Earnings Troubles May Signal Larger Issues for Ikegami Tsushinki (TSE:6771) ShareholdersA lackluster earnings announcement from Ikegami Tsushinki Co., Ltd. ( TSE:6771 ) last week didn't sink the stock price...Reported Earnings • May 09Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥36.67 (down from JP¥106 in FY 2024). Revenue: JP¥20.7b (down 4.0% from FY 2024). Net income: JP¥235.0m (down 65% from FY 2024). Profit margin: 1.1% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 08Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2025Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2025.Buy Or Sell Opportunity • May 08Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥586. The fair value is estimated to be JP¥475, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to JP¥560. The fair value is estimated to be JP¥465, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Apr 04Calculating The Fair Value Of Ikegami Tsushinki Co., Ltd. (TSE:6771)Key Insights The projected fair value for Ikegami Tsushinki is JP¥465 based on Dividend Discount Model With JP¥551...お知らせ • Mar 26Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 08Third quarter 2025 earnings released: JP¥39.00 loss per share (vs JP¥19.83 profit in 3Q 2024)Third quarter 2025 results: JP¥39.00 loss per share (down from JP¥19.83 profit in 3Q 2024). Revenue: JP¥4.33b (down 1.7% from 3Q 2024). Net loss: JP¥250.0m (down 297% from profit in 3Q 2024). Revenue is forecast to grow 12% 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 fallen by 40% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jan 31Now 21% overvaluedOver the last 90 days, the stock has fallen 5.0% to JP¥643. The fair value is estimated to be JP¥532, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Dec 20Now 21% overvaluedOver the last 90 days, the stock has fallen 4.9% to JP¥647. The fair value is estimated to be JP¥533, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Dec 07Ikegami Tsushinki Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025Buy Or Sell Opportunity • Nov 28Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥644. The fair value is estimated to be JP¥535, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Nov 12Now 20% overvaluedOver the last 90 days, the stock has fallen 8.1% to JP¥644. The fair value is estimated to be JP¥535, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Nov 09Second quarter 2025 earnings released: JP¥73.50 loss per share (vs JP¥30.30 profit in 2Q 2024)Second quarter 2025 results: JP¥73.50 loss per share (down from JP¥30.30 profit in 2Q 2024). Revenue: JP¥3.35b (down 31% from 2Q 2024). Net loss: JP¥471.0m (down 343% from profit in 2Q 2024). Revenue is forecast to grow 11% 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 fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Sep 25Ikegami Tsushinki Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: JP¥132 loss per share (vs JP¥18.91 loss in 1Q 2024)First quarter 2025 results: JP¥132 loss per share (further deteriorated from JP¥18.91 loss in 1Q 2024). Revenue: JP¥2.20b (down 37% from 1Q 2024). Net loss: JP¥846.0m (loss widened JP¥725.0m from 1Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.Buy Or Sell Opportunity • Aug 06Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to JP¥646. The fair value is estimated to be JP¥536, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.分析記事 • Aug 06Estimating The Intrinsic Value Of Ikegami Tsushinki Co., Ltd. (TSE:6771)Key Insights The projected fair value for Ikegami Tsushinki is JP¥536 based on Dividend Discount Model Current share...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥615, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 19% over the past three years.お知らせ • Jun 27Ikegami Tsushinki Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024分析記事 • May 21Ikegami Tsushinki's (TSE:6771) Earnings Seem To Be PromisingIkegami Tsushinki Co., Ltd.'s ( TSE:6771 ) recent earnings report didn't offer any surprises, with the shares unchanged...Reported Earnings • May 11Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥106 (up from JP¥168 loss in FY 2023). Revenue: JP¥21.6b (down 2.5% from FY 2023). Net income: JP¥679.0m (up JP¥1.75b from FY 2023). Profit margin: 3.1% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 6.3% 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 fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • May 11Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2024Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 28Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥19.83 (vs JP¥4.38 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.83 (up from JP¥4.38 loss in 3Q 2023). Revenue: JP¥4.41b (down 19% from 3Q 2023). Net income: JP¥127.0m (up JP¥155.0m from 3Q 2023). Profit margin: 2.9% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.0% 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 fallen by 48% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Dec 28Ikegami Tsushinki Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥30.30 (vs JP¥71.61 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.30 (up from JP¥71.61 loss in 2Q 2023). Revenue: JP¥4.84b (up 16% from 2Q 2023). Net income: JP¥194.0m (up JP¥652.0m from 2Q 2023). Profit margin: 4.0% (up from net loss in 2Q 2023). Revenue is forecast to grow 2.7% 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, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Sep 23Ikegami Tsushinki Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 04First quarter 2024 earnings released: JP¥18.91 loss per share (vs JP¥115 loss in 1Q 2023)First quarter 2024 results: JP¥18.91 loss per share (improved from JP¥115 loss in 1Q 2023). Revenue: JP¥3.50b (up 29% from 1Q 2023). Net loss: JP¥121.0m (loss narrowed 84% from 1Q 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • Jul 06Ikegami Tsushinki Co., Ltd. to Report Q1, 2024 Results on Aug 03, 2023Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2024 results on Aug 03, 2023Reported Earnings • May 13Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥168 loss per share (down from JP¥27.86 profit in FY 2022). Revenue: JP¥22.1b (up 20% from FY 2022). Net loss: JP¥1.07b (down JP¥1.25b from profit in FY 2022). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • May 13Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2023Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥4.38 loss per share (vs JP¥70.07 loss in 3Q 2022)Third quarter 2023 results: JP¥4.38 loss per share (improved from JP¥70.07 loss in 3Q 2022). Revenue: JP¥5.44b (up 63% from 3Q 2022). Net loss: JP¥28.0m (loss narrowed 94% from 3Q 2022). Revenue is forecast to grow 5.4% 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 53% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Dec 24Ikegami Tsushinki Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Katsuhiko Akitsu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 12Second quarter 2023 earnings released: JP¥71.59 loss per share (vs JP¥36.62 loss in 2Q 2022)Second quarter 2023 results: JP¥71.59 loss per share (further deteriorated from JP¥36.62 loss in 2Q 2022). Revenue: JP¥4.19b (up 21% from 2Q 2022). Net loss: JP¥458.0m (loss widened 96% from 2Q 2022). Revenue is forecast to grow 8.0% 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, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.お知らせ • Sep 28Ikegami Tsushinki Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: JP¥115 loss per share (vs JP¥114 loss in 1Q 2022)First quarter 2023 results: JP¥115 loss per share (down from JP¥114 loss in 1Q 2022). Revenue: JP¥2.71b (down 10% from 1Q 2022). Net loss: JP¥732.0m (loss widened 1.0% from 1Q 2022). Over the next year, revenue is forecast to grow 6.7%, compared to a 9.5% 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 60 percentage points per year, which is a significant difference in performance.お知らせ • Jun 29Ikegami Tsushinki Co., Ltd. to Report Q1, 2023 Results on Aug 04, 2022Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥27.85 (down from JP¥69.54 in FY 2021). Revenue: JP¥18.5b (down 16% from FY 2021). Net income: JP¥178.0m (down 60% from FY 2021). Profit margin: 1.0% (down from 2.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 2.9%, 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 55 percentage points per year, which is a significant difference in performance.お知らせ • May 14Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2022Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Katsuhiko Akitsu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: JP¥70.06 loss per share (down from JP¥29.44 loss in 3Q 2021). Revenue: JP¥3.35b (down 29% from 3Q 2021). Net loss: JP¥448.0m (loss widened 138% from 3Q 2021). Revenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 4.4%, compared to a 7.6% 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 51 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 12Second quarter 2022 earnings released: JP¥36.61 loss per share (vs JP¥14.72 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥3.45b (down 31% from 2Q 2021). Net loss: JP¥234.0m (down 349% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 18First quarter 2022 earnings released: JP¥114 loss per share (vs JP¥116 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.02b (up 3.7% from 1Q 2021). Net loss: JP¥725.0m (loss narrowed 2.3% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥69.54 (vs JP¥112 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥21.9b (down 5.9% from FY 2020). Net income: JP¥444.0m (down 37% from FY 2020). Profit margin: 2.0% (down from 3.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 06Third quarter 2021 earnings released: JP¥29.43 loss per share (vs JP¥33.54 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥4.74b (up 12% from 3Q 2020). Net loss: JP¥188.0m (loss narrowed 12% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 06Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Over the next year, revenue is expected to shrink by 3.8% compared to a 9.0% growth forecast for the Electronic industry in Japan.お知らせ • Dec 26Ikegami Tsushinki Co., Ltd. to Report Q3, 2021 Results on Feb 04, 2021Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2021 results on Feb 04, 2021Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 23% share price gain to JP¥983, the stock is trading at a trailing P/E ratio of 33x, up from the previous P/E ratio of 26.9x. This compares to an average P/E of 18x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 40%.Is New 90 Day High Low • Dec 01New 90-day high: JP¥983The company is up 25% from its price of JP¥785 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.お知らせ • Oct 10Ikegami Tsushinki Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020お知らせ • Jun 28Ikegami Tsushinki Co., Ltd. to Report Q1, 2021 Results on Jul 30, 2020Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2021 results on Jul 30, 2020業績と収益の成長予測TSE:6771 - 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3/31/202823,000500N/A1,16013/31/202721,8001,100N/A1,86013/31/202621,3293763771,523N/A12/31/202521,368679N/AN/AN/A9/30/202521,362407293973N/A6/30/202520,376127N/AN/AN/A3/31/202520,734235-3,926-3,525N/A12/31/202418,735-1,088N/AN/AN/A9/30/202418,811-711-4,331-3,984N/A6/30/202420,304-46N/AN/AN/A3/31/202421,6036792,6472,955N/A12/31/202322,561344N/AN/AN/A9/30/202323,5901891,4021,778N/A6/30/202322,936-463N/AN/AN/A3/31/202322,146-1,074-1,524-1,187N/A12/31/202220,987367N/AN/AN/A9/30/202218,895-53-2,177-1,565N/A6/30/202218,158171N/AN/AN/A3/31/202218,470178-2,602-1,620N/A12/31/202119,046-127N/AN/AN/A9/30/202120,4381335541,536N/A6/30/202121,959461N/AN/AN/A3/31/202121,8504444341,162N/A12/31/202023,016216N/AN/AN/A9/30/202022,5271901,5341,994N/A6/30/202022,697223N/AN/AN/A3/31/202023,229705535982N/A12/31/201923,476746N/AN/AN/A9/30/201924,662891N/A783N/A6/30/201925,4921,425N/AN/AN/A3/31/201924,956845N/A2,938N/A12/31/201826,129982N/AN/AN/A9/30/201826,2291,102N/A2,370N/A6/30/201826,651371N/AN/AN/A3/31/201826,275555N/A-2,240N/A12/31/201724,150-1,463N/AN/AN/A9/30/201722,477-1,768N/A-1,784N/A6/30/201721,406-2,373N/AN/AN/A3/31/201722,774-2,738N/A2,689N/A12/31/201624,904-168N/AN/AN/A9/30/201625,867-459N/A2,071N/A6/30/201626,01694N/AN/AN/A3/31/201624,535243N/A1,269N/A12/31/201524,195188N/AN/AN/A9/30/201524,487861N/A-1,377N/A6/30/201524,7641,007N/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: 6771の予測収益成長率 (年間9.4% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6771の収益 ( 9.4% ) はJP市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: 6771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: 6771の収益 ( 3.8% ) JP市場 ( 5.2% ) よりも低い成長が予測されています。高い収益成長: 6771の収益 ( 3.8% ) 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: 6771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2026/05/21 14:59終値2026/05/21 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Ikegami Tsushinki Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.
Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥58.63 (up from JP¥36.67 in FY 2025). Revenue: JP¥21.3b (up 2.9% from FY 2025). Net income: JP¥376.0m (up 60% from FY 2025). Profit margin: 1.8% (up from 1.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥666, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 15% over the past three years.
Buy Or Sell Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to JP¥680. The fair value is estimated to be JP¥864, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to decline by 4.4% in the next 2 years.
お知らせ • May 14Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 26, 2026Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
New Risk • Mar 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥4.58b market cap, or US$28.8m).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥4.32b market cap, or US$27.5m).
分析記事 • Jan 16Is Ikegami Tsushinki (TSE:6771) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • Jan 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to JP¥625. The fair value is estimated to be JP¥519, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.9% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
お知らせ • Dec 24Ikegami Tsushinki Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
Reported Earnings • Nov 17Second quarter 2026 earnings released: JP¥29.78 loss per share (vs JP¥73.50 loss in 2Q 2025)Second quarter 2026 results: JP¥29.78 loss per share (improved from JP¥73.50 loss in 2Q 2025). Revenue: JP¥4.33b (up 30% from 2Q 2025). Net loss: JP¥191.0m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% 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 • Sep 26Ikegami Tsushinki Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥149 loss per share (vs JP¥132 loss in 1Q 2025)First quarter 2026 results: JP¥149 loss per share (further deteriorated from JP¥132 loss in 1Q 2025). Revenue: JP¥1.84b (down 16% from 1Q 2025). Net loss: JP¥954.0m (loss widened 13% from 1Q 2025). Revenue is forecast to grow 5.1% 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 fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jun 05Now 21% overvaluedOver the last 90 days, the stock has fallen 8.2% to JP¥626. The fair value is estimated to be JP¥519, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 28%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 453% in the next 2 years.
お知らせ • Jun 03Ikegami Tsushinki Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • May 15Earnings Troubles May Signal Larger Issues for Ikegami Tsushinki (TSE:6771) ShareholdersA lackluster earnings announcement from Ikegami Tsushinki Co., Ltd. ( TSE:6771 ) last week didn't sink the stock price...
Reported Earnings • May 09Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥36.67 (down from JP¥106 in FY 2024). Revenue: JP¥20.7b (down 4.0% from FY 2024). Net income: JP¥235.0m (down 65% from FY 2024). Profit margin: 1.1% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 08Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2025Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2025.
Buy Or Sell Opportunity • May 08Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥586. The fair value is estimated to be JP¥475, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to JP¥560. The fair value is estimated to be JP¥465, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Apr 04Calculating The Fair Value Of Ikegami Tsushinki Co., Ltd. (TSE:6771)Key Insights The projected fair value for Ikegami Tsushinki is JP¥465 based on Dividend Discount Model With JP¥551...
お知らせ • Mar 26Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: JP¥39.00 loss per share (vs JP¥19.83 profit in 3Q 2024)Third quarter 2025 results: JP¥39.00 loss per share (down from JP¥19.83 profit in 3Q 2024). Revenue: JP¥4.33b (down 1.7% from 3Q 2024). Net loss: JP¥250.0m (down 297% from profit in 3Q 2024). Revenue is forecast to grow 12% 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 fallen by 40% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jan 31Now 21% overvaluedOver the last 90 days, the stock has fallen 5.0% to JP¥643. The fair value is estimated to be JP¥532, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Dec 20Now 21% overvaluedOver the last 90 days, the stock has fallen 4.9% to JP¥647. The fair value is estimated to be JP¥533, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Dec 07Ikegami Tsushinki Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
Buy Or Sell Opportunity • Nov 28Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥644. The fair value is estimated to be JP¥535, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Nov 12Now 20% overvaluedOver the last 90 days, the stock has fallen 8.1% to JP¥644. The fair value is estimated to be JP¥535, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Nov 09Second quarter 2025 earnings released: JP¥73.50 loss per share (vs JP¥30.30 profit in 2Q 2024)Second quarter 2025 results: JP¥73.50 loss per share (down from JP¥30.30 profit in 2Q 2024). Revenue: JP¥3.35b (down 31% from 2Q 2024). Net loss: JP¥471.0m (down 343% from profit in 2Q 2024). Revenue is forecast to grow 11% 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 fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 25Ikegami Tsushinki Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: JP¥132 loss per share (vs JP¥18.91 loss in 1Q 2024)First quarter 2025 results: JP¥132 loss per share (further deteriorated from JP¥18.91 loss in 1Q 2024). Revenue: JP¥2.20b (down 37% from 1Q 2024). Net loss: JP¥846.0m (loss widened JP¥725.0m from 1Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.
Buy Or Sell Opportunity • Aug 06Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to JP¥646. The fair value is estimated to be JP¥536, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
分析記事 • Aug 06Estimating The Intrinsic Value Of Ikegami Tsushinki Co., Ltd. (TSE:6771)Key Insights The projected fair value for Ikegami Tsushinki is JP¥536 based on Dividend Discount Model Current share...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥615, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 19% over the past three years.
お知らせ • Jun 27Ikegami Tsushinki Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
分析記事 • May 21Ikegami Tsushinki's (TSE:6771) Earnings Seem To Be PromisingIkegami Tsushinki Co., Ltd.'s ( TSE:6771 ) recent earnings report didn't offer any surprises, with the shares unchanged...
Reported Earnings • May 11Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥106 (up from JP¥168 loss in FY 2023). Revenue: JP¥21.6b (down 2.5% from FY 2023). Net income: JP¥679.0m (up JP¥1.75b from FY 2023). Profit margin: 3.1% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 6.3% 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 fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • May 11Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2024Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 28Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥19.83 (vs JP¥4.38 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.83 (up from JP¥4.38 loss in 3Q 2023). Revenue: JP¥4.41b (down 19% from 3Q 2023). Net income: JP¥127.0m (up JP¥155.0m from 3Q 2023). Profit margin: 2.9% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.0% 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 fallen by 48% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 28Ikegami Tsushinki Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥30.30 (vs JP¥71.61 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.30 (up from JP¥71.61 loss in 2Q 2023). Revenue: JP¥4.84b (up 16% from 2Q 2023). Net income: JP¥194.0m (up JP¥652.0m from 2Q 2023). Profit margin: 4.0% (up from net loss in 2Q 2023). Revenue is forecast to grow 2.7% 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, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 23Ikegami Tsushinki Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 04First quarter 2024 earnings released: JP¥18.91 loss per share (vs JP¥115 loss in 1Q 2023)First quarter 2024 results: JP¥18.91 loss per share (improved from JP¥115 loss in 1Q 2023). Revenue: JP¥3.50b (up 29% from 1Q 2023). Net loss: JP¥121.0m (loss narrowed 84% from 1Q 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 06Ikegami Tsushinki Co., Ltd. to Report Q1, 2024 Results on Aug 03, 2023Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2024 results on Aug 03, 2023
Reported Earnings • May 13Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥168 loss per share (down from JP¥27.86 profit in FY 2022). Revenue: JP¥22.1b (up 20% from FY 2022). Net loss: JP¥1.07b (down JP¥1.25b from profit in FY 2022). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • May 13Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2023Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥4.38 loss per share (vs JP¥70.07 loss in 3Q 2022)Third quarter 2023 results: JP¥4.38 loss per share (improved from JP¥70.07 loss in 3Q 2022). Revenue: JP¥5.44b (up 63% from 3Q 2022). Net loss: JP¥28.0m (loss narrowed 94% from 3Q 2022). Revenue is forecast to grow 5.4% 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 53% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 24Ikegami Tsushinki Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Katsuhiko Akitsu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 12Second quarter 2023 earnings released: JP¥71.59 loss per share (vs JP¥36.62 loss in 2Q 2022)Second quarter 2023 results: JP¥71.59 loss per share (further deteriorated from JP¥36.62 loss in 2Q 2022). Revenue: JP¥4.19b (up 21% from 2Q 2022). Net loss: JP¥458.0m (loss widened 96% from 2Q 2022). Revenue is forecast to grow 8.0% 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, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 28Ikegami Tsushinki Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: JP¥115 loss per share (vs JP¥114 loss in 1Q 2022)First quarter 2023 results: JP¥115 loss per share (down from JP¥114 loss in 1Q 2022). Revenue: JP¥2.71b (down 10% from 1Q 2022). Net loss: JP¥732.0m (loss widened 1.0% from 1Q 2022). Over the next year, revenue is forecast to grow 6.7%, compared to a 9.5% 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 60 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 29Ikegami Tsushinki Co., Ltd. to Report Q1, 2023 Results on Aug 04, 2022Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022
Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥27.85 (down from JP¥69.54 in FY 2021). Revenue: JP¥18.5b (down 16% from FY 2021). Net income: JP¥178.0m (down 60% from FY 2021). Profit margin: 1.0% (down from 2.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 2.9%, 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 55 percentage points per year, which is a significant difference in performance.
お知らせ • May 14Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2022Ikegami Tsushinki Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Katsuhiko Akitsu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08Ikegami Tsushinki Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Ikegami Tsushinki Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: JP¥70.06 loss per share (down from JP¥29.44 loss in 3Q 2021). Revenue: JP¥3.35b (down 29% from 3Q 2021). Net loss: JP¥448.0m (loss widened 138% from 3Q 2021). Revenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 4.4%, compared to a 7.6% 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 51 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 12Second quarter 2022 earnings released: JP¥36.61 loss per share (vs JP¥14.72 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥3.45b (down 31% from 2Q 2021). Net loss: JP¥234.0m (down 349% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 18First quarter 2022 earnings released: JP¥114 loss per share (vs JP¥116 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.02b (up 3.7% from 1Q 2021). Net loss: JP¥725.0m (loss narrowed 2.3% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥69.54 (vs JP¥112 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥21.9b (down 5.9% from FY 2020). Net income: JP¥444.0m (down 37% from FY 2020). Profit margin: 2.0% (down from 3.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 06Third quarter 2021 earnings released: JP¥29.43 loss per share (vs JP¥33.54 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥4.74b (up 12% from 3Q 2020). Net loss: JP¥188.0m (loss narrowed 12% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 06Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Over the next year, revenue is expected to shrink by 3.8% compared to a 9.0% growth forecast for the Electronic industry in Japan.
お知らせ • Dec 26Ikegami Tsushinki Co., Ltd. to Report Q3, 2021 Results on Feb 04, 2021Ikegami Tsushinki Co., Ltd. announced that they will report Q3, 2021 results on Feb 04, 2021
Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 23% share price gain to JP¥983, the stock is trading at a trailing P/E ratio of 33x, up from the previous P/E ratio of 26.9x. This compares to an average P/E of 18x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 40%.
Is New 90 Day High Low • Dec 01New 90-day high: JP¥983The company is up 25% from its price of JP¥785 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.
お知らせ • Oct 10Ikegami Tsushinki Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Ikegami Tsushinki Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020
お知らせ • Jun 28Ikegami Tsushinki Co., Ltd. to Report Q1, 2021 Results on Jul 30, 2020Ikegami Tsushinki Co., Ltd. announced that they will report Q1, 2021 results on Jul 30, 2020