View Valuationsantec Holdings 将来の成長Future 基準チェック /06santec Holdingsの収益は年間3.2%で減少すると予測されていますが、年間収益は年間3.8%で増加すると予想されています。EPS は年間3.2%で減少すると予想されています。主要情報-3.2%収益成長率-3.23%EPS成長率Electronic 収益成長12.3%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09 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 updates分析記事 • 1hWe Ran A Stock Scan For Earnings Growth And santec Holdings (TSE:6777) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% 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 Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future.Reported Earnings • May 20Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. 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 29% per year but the company’s share price has increased by 117% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15santec Holdings Corporation, Annual General Meeting, Jun 24, 2026santec Holdings Corporation, Annual General Meeting, Jun 24, 2026.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥33,150, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 1,271% over the past three years.お知らせ • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥19,280, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 762% over the past three years.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥18,530, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 730% over the past three years.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥22,150, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 825% over the past three years.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥16,270, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 564% over the past three years.分析記事 • Feb 03Subdued Growth No Barrier To santec Holdings Corporation (TSE:6777) With Shares Advancing 58%The santec Holdings Corporation ( TSE:6777 ) share price has done very well over the last month, posting an excellent...Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥174 (vs JP¥113 in 3Q 2025)Third quarter 2026 results: EPS: JP¥174 (up from JP¥113 in 3Q 2025). Revenue: JP¥8.47b (up 59% from 3Q 2025). Net income: JP¥2.04b (up 53% from 3Q 2025). Profit margin: 24% (down from 25% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥10,320, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 286% over the past three years.分析記事 • Jan 15Here's Why We Think santec Holdings (TSE:6777) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥8,900, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 204% over the past three years.Buy Or Sell Opportunity • Nov 27Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥8,770. The fair value is estimated to be JP¥7,031, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.New Risk • Nov 26New 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 8.1% 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 (8.1% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Nov 25Calculating The Intrinsic Value Of santec Holdings Corporation (TSE:6777)Key Insights Using the 2 Stage Free Cash Flow to Equity, santec Holdings fair value estimate is JP¥7,060 With JP¥7,460...分析記事 • Nov 11santec Holdings Corporation's (TSE:6777) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider santec...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥143 (vs JP¥90.81 in 2Q 2025)Second quarter 2026 results: EPS: JP¥143 (up from JP¥90.81 in 2Q 2025). Revenue: JP¥6.59b (up 16% from 2Q 2025). Net income: JP¥1.68b (up 57% from 2Q 2025). Profit margin: 25% (up from 19% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).分析記事 • Sep 08We Think santec Holdings (TSE:6777) Might Have The DNA Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...お知らせ • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥7,060, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 313% over the past three years.分析記事 • Aug 05santec Holdings Corporation's (TSE:6777) 28% Price Boost Is Out Of Tune With EarningsTSE:6777 1 Year Share Price vs Fair Value Explore santec Holdings's Fair Values from the Community and select yours...Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥118 (vs JP¥136 in 1Q 2025)First quarter 2026 results: EPS: JP¥118 (down from JP¥136 in 1Q 2025). Revenue: JP¥6.19b (down 1.9% from 1Q 2025). Net income: JP¥1.38b (down 14% from 1Q 2025). Profit margin: 22% (down from 25% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yoko Horie was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Outside Director Yoko Horie was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥431 (up from JP¥327 in FY 2024). Revenue: JP¥24.0b (up 27% from FY 2024). Net income: JP¥5.07b (up 32% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 19After Leaping 25% santec Holdings Corporation (TSE:6777) Shares Are Not Flying Under The Radarsantec Holdings Corporation ( TSE:6777 ) shares have had a really impressive month, gaining 25% after a shaky period...お知らせ • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,940, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 248% over the past three years.Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥431 (up from JP¥327 in FY 2024). Revenue: JP¥24.0b (up 27% from FY 2024). Net income: JP¥5.07b (up 32% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09santec Holdings Corporation, Annual General Meeting, Jun 18, 2025santec Holdings Corporation, Annual General Meeting, Jun 18, 2025.分析記事 • Apr 07Benign Growth For santec Holdings Corporation (TSE:6777) Underpins Stock's 34% PlummetUnfortunately for some shareholders, the santec Holdings Corporation ( TSE:6777 ) share price has dived 34% in the last...New Risk • Apr 07New 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥4,290, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 261% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025Buy Or Sell Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥6,330. The fair value is estimated to be JP¥7,938, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 4.1% in the next 2 years.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥113 (vs JP¥66.07 in 3Q 2024)Third quarter 2025 results: EPS: JP¥113 (up from JP¥66.07 in 3Q 2024). Revenue: JP¥5.32b (up 23% from 3Q 2024). Net income: JP¥1.33b (up 71% from 3Q 2024). Profit margin: 25% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 30There's Reason For Concern Over santec Holdings Corporation's (TSE:6777) Massive 26% Price JumpThe santec Holdings Corporation ( TSE:6777 ) share price has done very well over the last month, posting an excellent...Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,500, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 409% over the past three years.お知らせ • Nov 30santec Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025santec Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 28We Think santec Holdings (TSE:6777) Might Have The DNA Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥6,840, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 332% over the past three years.Buy Or Sell Opportunity • Nov 11Now 26% overvaluedOver the last 90 days, the stock has fallen 8.6% to JP¥6,350. The fair value is estimated to be JP¥5,037, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥90.81 (vs JP¥70.92 in 2Q 2024)Second quarter 2025 results: EPS: JP¥90.81 (up from JP¥70.92 in 2Q 2024). Revenue: JP¥5.69b (up 40% from 2Q 2024). Net income: JP¥1.07b (up 28% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 48% per year.Buy Or Sell Opportunity • Oct 07Now 22% overvaluedOver the last 90 days, the stock has fallen 33% to JP¥6,150. The fair value is estimated to be JP¥5,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.お知らせ • Sep 27santec Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024santec Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Sep 19Now 20% overvaluedOver the last 90 days, the stock has fallen 27% to JP¥6,020. The fair value is estimated to be JP¥5,009, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,810, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 317% over the past three years.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥136 (vs JP¥65.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥136 (up from JP¥65.05 in 1Q 2024). Revenue: JP¥6.31b (up 76% from 1Q 2024). Net income: JP¥1.60b (up 109% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 06Risks Still Elevated At These Prices As santec Holdings Corporation (TSE:6777) Shares Dive 37%The santec Holdings Corporation ( TSE:6777 ) share price has softened a substantial 37% over the previous 30 days...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to JP¥5,650, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 348% over the past three years.分析記事 • Aug 02We Think santec Holdings (TSE:6777) Might Have The DNA Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jun 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 7.8% 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 increased by 45% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 06santec Holdings Corporation to Report Q1, 2025 Results on Aug 09, 2024santec Holdings Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,770, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 442% over the past three years.分析記事 • May 21santec Holdings Corporation (TSE:6777) Stock Rockets 34% As Investors Are Less Pessimistic Than Expectedsantec Holdings Corporation ( TSE:6777 ) shareholders have had their patience rewarded with a 34% share price jump in...Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥6,780, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 355% over the past three years.Reported Earnings • May 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 46% per year.お知らせ • May 12santec Holdings Corporation, Annual General Meeting, Jun 19, 2024santec Holdings Corporation, Annual General Meeting, Jun 19, 2024.分析記事 • Apr 22Is Now The Time To Put santec Holdings (TSE:6777) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Mar 23santec Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024santec Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.4%).分析記事 • Feb 26santec Holdings Corporation's (TSE:6777) P/E Is Still On The Mark Following 49% Share Price Bouncesantec Holdings Corporation ( TSE:6777 ) shares have continued their recent momentum with a 49% gain in the last month...Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 38%After last week's 38% share price gain to JP¥5,260, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 236% over the past three years.New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 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. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥66.07 (vs JP¥46.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥66.07 (up from JP¥46.26 in 3Q 2023). Revenue: JP¥4.33b (up 11% from 3Q 2023). Net income: JP¥777.0m (up 43% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 23santec Holdings Corporation to Report Q3, 2024 Results on Feb 09, 2024santec Holdings Corporation announced that they will report Q3, 2024 results on Feb 09, 2024Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,260, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 84% over the past three years.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥70.92 (vs JP¥63.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.92 (up from JP¥63.35 in 2Q 2023). Revenue: JP¥4.06b (up 17% from 2Q 2023). Net income: JP¥834.0m (up 12% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue is forecast to grow 9.7% 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, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28santec Holdings Corporation to Report Q2, 2024 Results on Nov 10, 2023santec Holdings Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,501, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 48% over the past three years.Buying Opportunity • Aug 12Now 22% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be JP¥3,731, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 23% in the next 2 years.Reported Earnings • Jun 28Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.New Risk • Jun 27New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jun 24Santec Holdings Corporation to Report Q1, 2024 Results on Aug 10, 2023Santec Holdings Corporation announced that they will report Q1, 2024 results on Aug 10, 2023Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,591, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 54% over the past three years.Reported Earnings • May 14Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.5%. 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: EPS: JP¥46.26 (vs JP¥29.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.26 (up from JP¥29.85 in 3Q 2022). Revenue: JP¥3.91b (up 79% from 3Q 2022). Net income: JP¥544.0m (up 55% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 06Now 20% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥3,653, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.お知らせ • Dec 28Santec Corporation to Report Q3, 2023 Results on Feb 10, 2023Santec Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥3,000, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 69% over the past three years.Buying Opportunity • Dec 22Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥3,981, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Buying Opportunity • Nov 30Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥4,320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥63.35 (vs JP¥23.81 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.35 (up from JP¥23.81 in 2Q 2022). Revenue: JP¥3.49b (up 79% from 2Q 2022). Net income: JP¥745.0m (up 166% from 2Q 2022). Profit margin: 21% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,234, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 20% over the past three years.業績と収益の成長予測TSE:6777 - 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3/31/202834,0007,200N/AN/A13/31/202732,0006,800N/AN/A13/31/202631,5077,6676,5278,095N/A12/31/202527,9616,167N/AN/AN/A9/30/202524,8075,4564,6505,987N/A6/30/202523,9064,848N/AN/AN/A3/31/202524,0265,0674,2596,001N/A12/31/202424,2065,476N/AN/AN/A9/30/202423,2174,9214,1765,755N/A6/30/202421,5904,687N/AN/AN/A3/31/202418,8673,8512,8693,281N/A12/31/202316,6313,320N/AN/AN/A9/30/202316,2183,0871,9982,592N/A6/30/202315,6412,998N/AN/AN/A3/31/202315,2463,0012,5453,113N/A12/31/202213,6592,836N/AN/AN/A9/30/202211,9332,6432,0652,461N/A6/30/202210,3932,178N/AN/AN/A3/31/20228,8901,6561,0021,406N/A12/31/20217,5801,065N/AN/AN/A9/30/20217,0079087111,095N/A6/30/20217,049892N/AN/AN/A3/31/20217,5091,1061,2861,607N/A12/31/20207,3411,022N/AN/AN/A9/30/20207,5541,1701,2321,569N/A6/30/20207,0881,071N/AN/AN/A3/31/20206,382831491840N/A12/31/20196,353815N/AN/AN/A9/30/20196,085767N/A746N/A6/30/20195,833795N/AN/AN/A3/31/20195,422674N/A581N/A12/31/20184,989586N/AN/AN/A9/30/20184,455386N/A304N/A6/30/20184,324351N/AN/AN/A3/31/20184,609556N/A776N/A12/31/20174,738689N/AN/AN/A9/30/20174,950996N/A1,227N/A6/30/20174,875820N/AN/AN/A3/31/20174,511495N/A910N/A12/31/20164,403296N/AN/AN/A9/30/20164,21870N/A398N/A6/30/20164,149486N/AN/AN/A3/31/20163,841525N/A441N/A12/31/20153,848690N/AN/AN/A9/30/20153,513656N/A343N/A6/30/20153,318375N/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: 6777の収益は今後 3 年間で減少すると予測されています (年間-3.2% )。収益対市場: 6777の収益は今後 3 年間で減少すると予測されています (年間-3.2% )。高成長収益: 6777の収益は今後 3 年間で減少すると予測されています。収益対市場: 6777の収益 ( 3.8% ) JP市場 ( 5.5% ) よりも低い成長が予測されています。高い収益成長: 6777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: 6777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2026/05/28 23:40終値2026/05/28 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santec Holdings Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.
分析記事 • 1hWe Ran A Stock Scan For Earnings Growth And santec Holdings (TSE:6777) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% 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 Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future.
Reported Earnings • May 20Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. 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 29% per year but the company’s share price has increased by 117% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15santec Holdings Corporation, Annual General Meeting, Jun 24, 2026santec Holdings Corporation, Annual General Meeting, Jun 24, 2026.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥33,150, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 1,271% over the past three years.
お知らせ • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥19,280, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 762% over the past three years.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥18,530, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 730% over the past three years.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥22,150, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 825% over the past three years.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥16,270, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 564% over the past three years.
分析記事 • Feb 03Subdued Growth No Barrier To santec Holdings Corporation (TSE:6777) With Shares Advancing 58%The santec Holdings Corporation ( TSE:6777 ) share price has done very well over the last month, posting an excellent...
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥174 (vs JP¥113 in 3Q 2025)Third quarter 2026 results: EPS: JP¥174 (up from JP¥113 in 3Q 2025). Revenue: JP¥8.47b (up 59% from 3Q 2025). Net income: JP¥2.04b (up 53% from 3Q 2025). Profit margin: 24% (down from 25% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥10,320, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 286% over the past three years.
分析記事 • Jan 15Here's Why We Think santec Holdings (TSE:6777) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥8,900, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 204% over the past three years.
Buy Or Sell Opportunity • Nov 27Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥8,770. The fair value is estimated to be JP¥7,031, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
New Risk • Nov 26New 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 8.1% 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 (8.1% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Nov 25Calculating The Intrinsic Value Of santec Holdings Corporation (TSE:6777)Key Insights Using the 2 Stage Free Cash Flow to Equity, santec Holdings fair value estimate is JP¥7,060 With JP¥7,460...
分析記事 • Nov 11santec Holdings Corporation's (TSE:6777) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider santec...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥143 (vs JP¥90.81 in 2Q 2025)Second quarter 2026 results: EPS: JP¥143 (up from JP¥90.81 in 2Q 2025). Revenue: JP¥6.59b (up 16% from 2Q 2025). Net income: JP¥1.68b (up 57% from 2Q 2025). Profit margin: 25% (up from 19% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
分析記事 • Sep 08We Think santec Holdings (TSE:6777) Might Have The DNA Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
お知らせ • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥7,060, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 313% over the past three years.
分析記事 • Aug 05santec Holdings Corporation's (TSE:6777) 28% Price Boost Is Out Of Tune With EarningsTSE:6777 1 Year Share Price vs Fair Value Explore santec Holdings's Fair Values from the Community and select yours...
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥118 (vs JP¥136 in 1Q 2025)First quarter 2026 results: EPS: JP¥118 (down from JP¥136 in 1Q 2025). Revenue: JP¥6.19b (down 1.9% from 1Q 2025). Net income: JP¥1.38b (down 14% from 1Q 2025). Profit margin: 22% (down from 25% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yoko Horie was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Outside Director Yoko Horie was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥431 (up from JP¥327 in FY 2024). Revenue: JP¥24.0b (up 27% from FY 2024). Net income: JP¥5.07b (up 32% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 19After Leaping 25% santec Holdings Corporation (TSE:6777) Shares Are Not Flying Under The Radarsantec Holdings Corporation ( TSE:6777 ) shares have had a really impressive month, gaining 25% after a shaky period...
お知らせ • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,940, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 248% over the past three years.
Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥431 (up from JP¥327 in FY 2024). Revenue: JP¥24.0b (up 27% from FY 2024). Net income: JP¥5.07b (up 32% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09santec Holdings Corporation, Annual General Meeting, Jun 18, 2025santec Holdings Corporation, Annual General Meeting, Jun 18, 2025.
分析記事 • Apr 07Benign Growth For santec Holdings Corporation (TSE:6777) Underpins Stock's 34% PlummetUnfortunately for some shareholders, the santec Holdings Corporation ( TSE:6777 ) share price has dived 34% in the last...
New Risk • Apr 07New 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥4,290, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 261% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Buy Or Sell Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥6,330. The fair value is estimated to be JP¥7,938, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 4.1% in the next 2 years.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥113 (vs JP¥66.07 in 3Q 2024)Third quarter 2025 results: EPS: JP¥113 (up from JP¥66.07 in 3Q 2024). Revenue: JP¥5.32b (up 23% from 3Q 2024). Net income: JP¥1.33b (up 71% from 3Q 2024). Profit margin: 25% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 30There's Reason For Concern Over santec Holdings Corporation's (TSE:6777) Massive 26% Price JumpThe santec Holdings Corporation ( TSE:6777 ) share price has done very well over the last month, posting an excellent...
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,500, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 409% over the past three years.
お知らせ • Nov 30santec Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025santec Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 28We Think santec Holdings (TSE:6777) Might Have The DNA Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥6,840, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 332% over the past three years.
Buy Or Sell Opportunity • Nov 11Now 26% overvaluedOver the last 90 days, the stock has fallen 8.6% to JP¥6,350. The fair value is estimated to be JP¥5,037, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥90.81 (vs JP¥70.92 in 2Q 2024)Second quarter 2025 results: EPS: JP¥90.81 (up from JP¥70.92 in 2Q 2024). Revenue: JP¥5.69b (up 40% from 2Q 2024). Net income: JP¥1.07b (up 28% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 48% per year.
Buy Or Sell Opportunity • Oct 07Now 22% overvaluedOver the last 90 days, the stock has fallen 33% to JP¥6,150. The fair value is estimated to be JP¥5,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
お知らせ • Sep 27santec Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024santec Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Sep 19Now 20% overvaluedOver the last 90 days, the stock has fallen 27% to JP¥6,020. The fair value is estimated to be JP¥5,009, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,810, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 317% over the past three years.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥136 (vs JP¥65.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥136 (up from JP¥65.05 in 1Q 2024). Revenue: JP¥6.31b (up 76% from 1Q 2024). Net income: JP¥1.60b (up 109% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 06Risks Still Elevated At These Prices As santec Holdings Corporation (TSE:6777) Shares Dive 37%The santec Holdings Corporation ( TSE:6777 ) share price has softened a substantial 37% over the previous 30 days...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to JP¥5,650, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 348% over the past three years.
分析記事 • Aug 02We Think santec Holdings (TSE:6777) Might Have The DNA Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jun 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 7.8% 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 increased by 45% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 06santec Holdings Corporation to Report Q1, 2025 Results on Aug 09, 2024santec Holdings Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,770, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 442% over the past three years.
分析記事 • May 21santec Holdings Corporation (TSE:6777) Stock Rockets 34% As Investors Are Less Pessimistic Than Expectedsantec Holdings Corporation ( TSE:6777 ) shareholders have had their patience rewarded with a 34% share price jump in...
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥6,780, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 355% over the past three years.
Reported Earnings • May 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 46% per year.
お知らせ • May 12santec Holdings Corporation, Annual General Meeting, Jun 19, 2024santec Holdings Corporation, Annual General Meeting, Jun 19, 2024.
分析記事 • Apr 22Is Now The Time To Put santec Holdings (TSE:6777) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Mar 23santec Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024santec Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.4%).
分析記事 • Feb 26santec Holdings Corporation's (TSE:6777) P/E Is Still On The Mark Following 49% Share Price Bouncesantec Holdings Corporation ( TSE:6777 ) shares have continued their recent momentum with a 49% gain in the last month...
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 38%After last week's 38% share price gain to JP¥5,260, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 236% over the past three years.
New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥66.07 (vs JP¥46.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥66.07 (up from JP¥46.26 in 3Q 2023). Revenue: JP¥4.33b (up 11% from 3Q 2023). Net income: JP¥777.0m (up 43% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 23santec Holdings Corporation to Report Q3, 2024 Results on Feb 09, 2024santec Holdings Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,260, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 84% over the past three years.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥70.92 (vs JP¥63.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.92 (up from JP¥63.35 in 2Q 2023). Revenue: JP¥4.06b (up 17% from 2Q 2023). Net income: JP¥834.0m (up 12% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue is forecast to grow 9.7% 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, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28santec Holdings Corporation to Report Q2, 2024 Results on Nov 10, 2023santec Holdings Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,501, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 48% over the past three years.
Buying Opportunity • Aug 12Now 22% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be JP¥3,731, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 23% in the next 2 years.
Reported Earnings • Jun 28Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 27New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jun 24Santec Holdings Corporation to Report Q1, 2024 Results on Aug 10, 2023Santec Holdings Corporation announced that they will report Q1, 2024 results on Aug 10, 2023
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,591, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 54% over the past three years.
Reported Earnings • May 14Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.5%. 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: EPS: JP¥46.26 (vs JP¥29.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.26 (up from JP¥29.85 in 3Q 2022). Revenue: JP¥3.91b (up 79% from 3Q 2022). Net income: JP¥544.0m (up 55% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 06Now 20% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥3,653, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
お知らせ • Dec 28Santec Corporation to Report Q3, 2023 Results on Feb 10, 2023Santec Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥3,000, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 69% over the past three years.
Buying Opportunity • Dec 22Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥3,981, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Buying Opportunity • Nov 30Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥4,320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥63.35 (vs JP¥23.81 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.35 (up from JP¥23.81 in 2Q 2022). Revenue: JP¥3.49b (up 79% from 2Q 2022). Net income: JP¥745.0m (up 166% from 2Q 2022). Profit margin: 21% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,234, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 20% over the past three years.