View ValuationNihon Dempa Kogyo 将来の成長Future 基準チェック /26Nihon Dempa Kogyo利益と収益がそれぞれ年間15.5%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.4% 15.6%なると予測されています。主要情報15.5%収益成長率15.56%EPS成長率Electronic 収益成長11.8%収益成長率3.4%将来の株主資本利益率8.41%アナリストカバレッジLow最終更新日18 Mar 2026今後の成長に関する最新情報Price Target Changed • Jan 22Price target increased by 14% to JP¥1,085Up from JP¥950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,035. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥79.78 for next year compared to JP¥77.71 last year.Major Estimate Revision • Jan 20Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥53.3b to JP¥54.0b. EPS estimate fell from JP¥95.41 to JP¥81.36 per share. Net income forecast to grow 91% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target broadly unchanged at JP¥935. Share price was steady at JP¥1,012 over the past week.Major Estimate Revision • Jun 13Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥56.2b to JP¥53.0b. EPS estimate also fell from JP¥143 per share to JP¥82.40 per share. Net income forecast to grow 6.0% next year vs 7.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,070 to JP¥950. Share price was steady at JP¥704 over the past week.Price Target Changed • Jan 25Price target decreased by 23% to JP¥1,070Down from JP¥1,385, the current price target is an average from 2 analysts. New target price is 23% above last closing price of JP¥872. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥101 last year.Major Estimate Revision • Jun 13Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥166 to JP¥130 per share. Revenue forecast steady at JP¥53.4b. Net income forecast to grow 47% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,695 to JP¥1,550. Share price rose 4.4% to JP¥1,120 over the past week.Major Estimate Revision • Feb 28Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥104 to JP¥115. Revenue forecast unchanged at JP¥50.0b. Net income forecast to grow 17% next year vs 9.6% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 5.6% to JP¥1,426 over the past week.すべての更新を表示Recent updatesReported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥89.70 (up from JP¥77.71 in FY 2025). Revenue: JP¥54.6b (up 2.9% from FY 2025). Net income: JP¥2.07b (up 15% from FY 2025). Profit margin: 3.8% (up from 3.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 3.4% 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 fallen by 49% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • May 18Nihon Dempa Kogyo Co., Ltd. to Report First Half, 2027 Results on Nov 09, 2026Nihon Dempa Kogyo Co., Ltd. announced that they will report first half, 2027 results on Nov 09, 2026お知らせ • May 17+ 1 more updateNihon Dempa Kogyo Co., Ltd. to Report Nine Months, 2027 Results on Feb 09, 2027Nihon Dempa Kogyo Co., Ltd. announced that they will report nine months, 2027 results on Feb 09, 2027お知らせ • May 14Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2026Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2026.お知らせ • May 10Nihon Dempa Kogyo Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Nihon Dempa Kogyo Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,188, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,278 per share.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,417, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 27% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is on the higher end at 78% 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%).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,389, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,216, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Electronic industry in Japan. Total loss to shareholders of 5.2% over the past three years.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥12.47 (vs JP¥25.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.47 (down from JP¥25.63 in 3Q 2025). Revenue: JP¥13.2b (down 1.3% from 3Q 2025). Net income: JP¥287.0m (down 51% from 3Q 2025). Profit margin: 2.2% (down from 4.4% in 3Q 2025). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 22Price target increased by 14% to JP¥1,085Up from JP¥950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,035. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥79.78 for next year compared to JP¥77.71 last year.Major Estimate Revision • Jan 20Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥53.3b to JP¥54.0b. EPS estimate fell from JP¥95.41 to JP¥81.36 per share. Net income forecast to grow 91% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target broadly unchanged at JP¥935. Share price was steady at JP¥1,012 over the past week.分析記事 • Dec 16Nihon Dempa Kogyo (TSE:6779) Has Announced A Dividend Of ¥15.00The board of Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) has announced that it will pay a dividend of ¥15.00 per share on...Declared Dividend • Dec 16First half dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 127% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 20There May Be Reason For Hope In Nihon Dempa Kogyo's (TSE:6779) Disappointing EarningsThe most recent earnings report from Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) was disappointing for shareholders...New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥14.37 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.37 (down from JP¥31.87 in 2Q 2025). Revenue: JP¥14.0b (up 2.1% from 2Q 2025). Net income: JP¥331.0m (down 55% from 2Q 2025). Profit margin: 2.4% (down from 5.4% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% 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.分析記事 • Oct 10Fewer Investors Than Expected Jumping On Nihon Dempa Kogyo Co., Ltd. (TSE:6779)There wouldn't be many who think Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) price-to-earnings (or "P/E") ratio of 15.6x...Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,087, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Japan. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,629 per share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 43% and the cash payout ratio is 96%. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥20.43 (vs JP¥29.14 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.43 (down from JP¥29.14 in 1Q 2025). Revenue: JP¥12.7b (flat on 1Q 2025). Net income: JP¥471.0m (down 30% from 1Q 2025). Profit margin: 3.7% (down from 5.3% in 1Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.分析記事 • Jul 24Nihon Dempa Kogyo (TSE:6779) Will Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) investors are due to receive a payment of ¥15.00 per share on 9th of...分析記事 • Jul 10Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) will pay a dividend of ¥15.00 on the 9th of December. This makes the dividend...Declared Dividend • Jul 09Final dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥77.71 (down from JP¥101 in FY 2024). Revenue: JP¥53.1b (up 5.5% from FY 2024). Net income: JP¥1.79b (down 23% from FY 2024). Profit margin: 3.4% (down from 4.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 3.1% 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 fallen by 46% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jun 13Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥56.2b to JP¥53.0b. EPS estimate also fell from JP¥143 per share to JP¥82.40 per share. Net income forecast to grow 6.0% next year vs 7.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,070 to JP¥950. Share price was steady at JP¥704 over the past week.Buy Or Sell Opportunity • Jun 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥712. The fair value is estimated to be JP¥900, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 105% in the next 2 years.分析記事 • May 21Nihon Dempa Kogyo's (TSE:6779) Conservative Accounting Might Explain Soft EarningsNihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) earnings announcement last week didn't impress shareholders. While the...Buy Or Sell Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥706. The fair value is estimated to be JP¥896, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 105% in the next 2 years.Reported Earnings • May 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥77.71 (down from JP¥101 in FY 2024). Revenue: JP¥53.1b (up 5.5% from FY 2024). Net income: JP¥1.79b (down 23% from FY 2024). Profit margin: 3.4% (down from 4.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% 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.お知らせ • May 13Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2025Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2025.お知らせ • Apr 28+ 2 more updatesNihon Dempa Kogyo Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Nihon Dempa Kogyo Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • Apr 07Not Many Are Piling Into Nihon Dempa Kogyo Co., Ltd. (TSE:6779) Stock Yet As It Plummets 26%The Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) share price has fared very poorly over the last month, falling by a...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥14.2b market cap, or US$97.0m).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥704, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,348 per share.お知らせ • Mar 27Nihon Dempa Kogyo Co., Ltd. Announces Resignation of ExecutivesNihon Dempa Kogyo Co., Ltd. announced changes of Directors and Corporate Officers effective as of June 26, 2025 as follows, following a resolution made at the Board of Directors Meeting held on March 26, 2025. Resigning Director: Toshiaki Takeuchi: Resign from the Director and Chairman of the Board due to expiration of term and will become an special advisor and Yorihisa Suwa: Resign from the Outside Director due to expiration of term. Resigning Corporate Officer: Michio Aoyama: Resign from the Corporate Officer due to expiration of term and Tamahiko Masukawa: Resign from the Corporate Officer due to expiration of term and will become an advisor.お知らせ • Mar 26Nihon Dempa Kogyo Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Nihon Dempa Kogyo Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥25.63 (vs JP¥33.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.63 (down from JP¥33.48 in 3Q 2024). Revenue: JP¥13.4b (up 4.2% from 3Q 2024). Net income: JP¥591.0m (down 23% from 3Q 2024). Profit margin: 4.4% (down from 6.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 25Price target decreased by 23% to JP¥1,070Down from JP¥1,385, the current price target is an average from 2 analysts. New target price is 23% above last closing price of JP¥872. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥101 last year.分析記事 • Jan 07Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00The board of Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) has announced that it will pay a dividend on the 27th of June...分析記事 • Dec 24Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) investors are due to receive a payment of ¥15.00 per share on 27th of June...分析記事 • Dec 10Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) investors are due to receive a payment of ¥15.00 per share on 27th of June...Declared Dividend • Dec 10First half dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥31.87 (vs JP¥44.83 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.87 (down from JP¥44.83 in 2Q 2024). Revenue: JP¥13.7b (up 4.7% from 2Q 2024). Net income: JP¥735.0m (down 29% from 2Q 2024). Profit margin: 5.4% (down from 7.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).分析記事 • Aug 12Nihon Dempa Kogyo (TSE:6779) Will Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) has announced that it will pay a dividend of ¥15.00 per share on the 11th of...分析記事 • Aug 10Slammed 29% Nihon Dempa Kogyo Co., Ltd. (TSE:6779) Screens Well Here But There Might Be A CatchNihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) shareholders won't be pleased to see that the share price has had a very rough...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥29.14 (vs JP¥6.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥29.14 (up from JP¥6.66 in 1Q 2024). Revenue: JP¥12.6b (up 8.8% from 1Q 2024). Net income: JP¥672.0m (up 336% from 1Q 2024). Profit margin: 5.3% (up from 1.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% 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 21% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.New Risk • Aug 05New 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 8.5% 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 (8.5% average weekly change). Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.6% net profit margin).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥992, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,630 per share.Buy Or Sell Opportunity • Aug 02Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to JP¥1,231. The fair value is estimated to be JP¥1,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 26Even With A 27% Surge, Cautious Investors Are Not Rewarding Nihon Dempa Kogyo Co., Ltd.'s (TSE:6779) Performance CompletelyNihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) shares have had a really impressive month, gaining 27% after a shaky period...Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,419, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,238 per share.分析記事 • Jun 19Does Nihon Dempa Kogyo (TSE:6779) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Jun 13Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥166 to JP¥130 per share. Revenue forecast steady at JP¥53.4b. Net income forecast to grow 47% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,695 to JP¥1,550. Share price rose 4.4% to JP¥1,120 over the past week.Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥101 (down from JP¥266 in FY 2023). Revenue: JP¥50.3b (down 4.2% from FY 2023). Net income: JP¥2.33b (down 62% from FY 2023). Profit margin: 4.6% (down from 12% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 6.2% 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 fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Mar 30+ 3 more updatesNihon Dempa Kogyo Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Nihon Dempa Kogyo Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024分析記事 • Mar 28Nihon Dempa Kogyo (TSE:6779) Has Affirmed Its Dividend Of ¥10.00Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) will pay a dividend of ¥10.00 on the 28th of June. This payment means that the...お知らせ • Mar 27Nihon Dempa Kogyo Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Nihon Dempa Kogyo Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 16% 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%).Major Estimate Revision • Feb 28Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥104 to JP¥115. Revenue forecast unchanged at JP¥50.0b. Net income forecast to grow 17% next year vs 9.6% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 5.6% to JP¥1,426 over the past week.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥33.48 (vs JP¥79.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.48 (down from JP¥79.25 in 3Q 2023). Revenue: JP¥12.8b (down 5.1% from 3Q 2023). Net income: JP¥772.0m (down 58% from 3Q 2023). Profit margin: 6.0% (down from 14% in 3Q 2023). Revenue is forecast to grow 6.1% 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 19% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (7.8% net profit margin).Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,385, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥658 per share.Price Target Changed • Jan 17Price target decreased by 24% to JP¥1,900Down from JP¥2,500, the current price target is provided by 1 analyst. New target price is 61% above last closing price of JP¥1,180. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥266 last year.Major Estimate Revision • Dec 09Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥51.8b to JP¥49.8b. EPS estimate rose from JP¥95.40 to JP¥111. Net income forecast to shrink 19% next year vs 8.9% growth forecast for Electronic industry in Japan . Consensus price target of JP¥2,125 unchanged from last update. Share price fell 9.7% to JP¥1,111 over the past week.Major Estimate Revision • Dec 02Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥51.8b to JP¥49.8b. EPS estimate rose from JP¥95.40 to JP¥117. Net income forecast to shrink 7.8% next year vs 9.0% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,475 to JP¥2,125. Share price fell 3.7% to JP¥1,230 over the past week.Price Target Changed • Dec 01Price target decreased by 13% to JP¥2,125Down from JP¥2,450, the current price target is an average from 2 analysts. New target price is 73% above last closing price of JP¥1,230. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥266 last year.Major Estimate Revision • Nov 15Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥53.7b to JP¥52.2b. EPS estimate also fell from JP¥177 per share to JP¥95.40 per share. Net income forecast to grow 11% next year vs 9.5% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,475 unchanged from last update. Share price was steady at JP¥1,227 over the past week.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥44.87 (vs JP¥84.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.87 (down from JP¥84.49 in 2Q 2023). Revenue: JP¥13.1b (down 6.7% from 2Q 2023). Net income: JP¥1.04b (down 47% from 2Q 2023). Profit margin: 7.9% (down from 14% in 2Q 2023). Revenue is forecast to grow 7.5% 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 56% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).Buying Opportunity • Sep 04Now 22% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥1,988, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,425, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,913 per share.New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.5% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.5% net profit margin).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥6.66 (vs JP¥61.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.66 (down from JP¥61.72 in 1Q 2023). Revenue: JP¥11.6b (down 7.2% from 1Q 2023). Net income: JP¥154.0m (down 89% from 1Q 2023). Profit margin: 1.3% (down from 11% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 02Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥223 to JP¥183 per share. Revenue forecast steady at JP¥54.0b. Net income forecast to shrink 26% next year vs 5.3% growth forecast for Electronic industry in Japan . Consensus price target broadly unchanged at JP¥2,500. Share price was steady at JP¥1,349 over the past week.お知らせ • May 19+ 1 more updateNihon Dempa Kogyo Co., Ltd. to Report First Half, 2024 Results on Nov 08, 2023Nihon Dempa Kogyo Co., Ltd. announced that they will report first half, 2024 results on Nov 08, 2023Reported Earnings • May 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥266. Revenue: JP¥52.5b (up 16% from FY 2022). Net income: JP¥6.12b (up 12% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan.お知らせ • May 12+ 2 more updatesNihon Dempa Kogyo Co., Ltd. Provides Dividend Forecast for the Second Quarter and Fiscal Year Ending March 31, 2024Nihon Dempa Kogyo Co., Ltd. provided dividend guidance for the second quarter of JPY 10.00 per share of the year ending March 31, 2023, compared to JPY 10.00 per share paid a year ago. For the year, the company also provided dividend guidance of JPY 10.00 per share for the year ending March 31, 2024, against JPY 10.00 per share paid for the same period a year ago.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 4.3% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).Price Target Changed • Feb 25Price target decreased by 7.0% to JP¥2,650Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 88% above last closing price of JP¥1,407. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥278 last year.お知らせ • Feb 08+ 1 more updateNihon Dempa Kogyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nihon Dempa Kogyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company now expects to report net sales of JPY 52,100 million, operating income of JPY 7,600 million, net income of JPY 5,700 million, and basic earnings per share of JPY 247.77, compared with previous guidance of net sales of JPY 54,000 million, operating income of JPY 8,000 million, net income of JPY 6,100 million, and basic earnings per share of JPY 265.15.Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥78.69 (vs JP¥25.28 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.69 (up from JP¥25.28 in 3Q 2022). Revenue: JP¥13.5b (up 17% from 3Q 2022). Net income: JP¥1.82b (up 267% from 3Q 2022). Profit margin: 14% (up from 4.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% 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 104% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 11Nihon Dempa Kogyo Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Nihon Dempa Kogyo Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Price Target Changed • Nov 29Price target increased to JP¥2,750Up from JP¥2,400, the current price target is an average from 2 analysts. New target price is 74% above last closing price of JP¥1,585. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of JP¥275 for next year compared to JP¥278 last year.業績と収益の成長予測TSE:6779 - 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3/31/202858,5002,8002,6006,10023/31/202756,4002,2251,3005,30023/31/202654,6292,065-2,5364,201N/A12/31/202553,262883-8244,080N/A9/30/202553,4421,1872,6955,573N/A6/30/202553,1611,5917215,682N/A3/31/202553,0641,7921,4636,109N/A12/31/202452,4892,3702,2477,030N/A9/30/202451,9522,5511,0266,294N/A6/30/202451,3332,8524,2487,946N/A3/31/202450,3092,3344,7748,528N/A12/31/202349,9802,9136,33810,141N/A9/30/202350,6723,9616,65210,757N/A6/30/202351,6144,8805,8669,380N/A3/31/202352,5086,1233,2906,564N/A12/31/202251,5957,7001,3834,211N/A9/30/202249,6426,3771,5863,793N/A6/30/202247,0926,3852,2954,975N/A3/31/202245,4085,4552,1244,560N/A12/31/202144,7103,0332,5854,889N/A9/30/202143,8876,5633,3805,366N/A6/30/202142,4703,2925182,403N/A3/31/202139,1951,976-2,151124N/A12/31/202038,079-1,174-2,003-982N/A9/30/202037,218-8,070-1,665-1,691N/A6/30/202037,723-9,010-1,391-1,681N/A3/31/202039,468-8,7091,447948N/A12/31/201939,983-4,831N/A1,186N/A9/30/201941,105-2,294N/A752N/A6/30/201941,339-487N/A955N/A3/31/201942,498-251N/A1,615N/A12/31/201842,975-10,564N/A743N/A9/30/201842,929-10,409N/A-274N/A6/30/201843,849-10,237N/A241N/A3/31/201843,952-10,202N/A-915N/A12/31/201744,063-216N/A446N/A9/30/201744,406-7N/A1,606N/A6/30/201743,662352N/A2,792N/A3/31/201743,791611N/A3,891N/A12/31/201643,61774N/A4,145N/A9/30/201643,728363N/A5,457N/A6/30/201644,276428N/A4,978N/A3/31/201644,850317N/A5,667N/A12/31/201545,495-557N/A4,630N/A9/30/201546,052-579N/A3,222N/A6/30/201547,223-310N/A2,759N/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: 6779の予測収益成長率 (年間15.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6779の収益 ( 15.5% ) はJP市場 ( 8.6% ) 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: 6779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: 6779の収益 ( 3.4% ) JP市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: 6779の収益 ( 3.4% ) 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: 6779の 自己資本利益率 は、3年後には低くなると予測されています ( 8.4 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:12終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nihon Dempa Kogyo Co., Ltd. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Masashi KubotaBofA Global ResearchTakumi SadoDaiwa Securities Co. Ltd.Takashi WatanabeGoldman Sachs6 その他のアナリストを表示
Price Target Changed • Jan 22Price target increased by 14% to JP¥1,085Up from JP¥950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,035. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥79.78 for next year compared to JP¥77.71 last year.
Major Estimate Revision • Jan 20Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥53.3b to JP¥54.0b. EPS estimate fell from JP¥95.41 to JP¥81.36 per share. Net income forecast to grow 91% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target broadly unchanged at JP¥935. Share price was steady at JP¥1,012 over the past week.
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥56.2b to JP¥53.0b. EPS estimate also fell from JP¥143 per share to JP¥82.40 per share. Net income forecast to grow 6.0% next year vs 7.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,070 to JP¥950. Share price was steady at JP¥704 over the past week.
Price Target Changed • Jan 25Price target decreased by 23% to JP¥1,070Down from JP¥1,385, the current price target is an average from 2 analysts. New target price is 23% above last closing price of JP¥872. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥101 last year.
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥166 to JP¥130 per share. Revenue forecast steady at JP¥53.4b. Net income forecast to grow 47% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,695 to JP¥1,550. Share price rose 4.4% to JP¥1,120 over the past week.
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥104 to JP¥115. Revenue forecast unchanged at JP¥50.0b. Net income forecast to grow 17% next year vs 9.6% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 5.6% to JP¥1,426 over the past week.
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥89.70 (up from JP¥77.71 in FY 2025). Revenue: JP¥54.6b (up 2.9% from FY 2025). Net income: JP¥2.07b (up 15% from FY 2025). Profit margin: 3.8% (up from 3.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 3.4% 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 fallen by 49% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • May 18Nihon Dempa Kogyo Co., Ltd. to Report First Half, 2027 Results on Nov 09, 2026Nihon Dempa Kogyo Co., Ltd. announced that they will report first half, 2027 results on Nov 09, 2026
お知らせ • May 17+ 1 more updateNihon Dempa Kogyo Co., Ltd. to Report Nine Months, 2027 Results on Feb 09, 2027Nihon Dempa Kogyo Co., Ltd. announced that they will report nine months, 2027 results on Feb 09, 2027
お知らせ • May 14Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2026Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2026.
お知らせ • May 10Nihon Dempa Kogyo Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Nihon Dempa Kogyo Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,188, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,278 per share.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,417, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 27% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is on the higher end at 78% 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%).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,389, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,216, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Electronic industry in Japan. Total loss to shareholders of 5.2% over the past three years.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥12.47 (vs JP¥25.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.47 (down from JP¥25.63 in 3Q 2025). Revenue: JP¥13.2b (down 1.3% from 3Q 2025). Net income: JP¥287.0m (down 51% from 3Q 2025). Profit margin: 2.2% (down from 4.4% in 3Q 2025). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 22Price target increased by 14% to JP¥1,085Up from JP¥950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,035. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥79.78 for next year compared to JP¥77.71 last year.
Major Estimate Revision • Jan 20Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥53.3b to JP¥54.0b. EPS estimate fell from JP¥95.41 to JP¥81.36 per share. Net income forecast to grow 91% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target broadly unchanged at JP¥935. Share price was steady at JP¥1,012 over the past week.
分析記事 • Dec 16Nihon Dempa Kogyo (TSE:6779) Has Announced A Dividend Of ¥15.00The board of Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) has announced that it will pay a dividend of ¥15.00 per share on...
Declared Dividend • Dec 16First half dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 127% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 20There May Be Reason For Hope In Nihon Dempa Kogyo's (TSE:6779) Disappointing EarningsThe most recent earnings report from Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) was disappointing for shareholders...
New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥14.37 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.37 (down from JP¥31.87 in 2Q 2025). Revenue: JP¥14.0b (up 2.1% from 2Q 2025). Net income: JP¥331.0m (down 55% from 2Q 2025). Profit margin: 2.4% (down from 5.4% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% 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.
分析記事 • Oct 10Fewer Investors Than Expected Jumping On Nihon Dempa Kogyo Co., Ltd. (TSE:6779)There wouldn't be many who think Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) price-to-earnings (or "P/E") ratio of 15.6x...
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,087, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Japan. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,629 per share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 43% and the cash payout ratio is 96%. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥20.43 (vs JP¥29.14 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.43 (down from JP¥29.14 in 1Q 2025). Revenue: JP¥12.7b (flat on 1Q 2025). Net income: JP¥471.0m (down 30% from 1Q 2025). Profit margin: 3.7% (down from 5.3% in 1Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 24Nihon Dempa Kogyo (TSE:6779) Will Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) investors are due to receive a payment of ¥15.00 per share on 9th of...
分析記事 • Jul 10Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) will pay a dividend of ¥15.00 on the 9th of December. This makes the dividend...
Declared Dividend • Jul 09Final dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥77.71 (down from JP¥101 in FY 2024). Revenue: JP¥53.1b (up 5.5% from FY 2024). Net income: JP¥1.79b (down 23% from FY 2024). Profit margin: 3.4% (down from 4.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 3.1% 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 fallen by 46% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥56.2b to JP¥53.0b. EPS estimate also fell from JP¥143 per share to JP¥82.40 per share. Net income forecast to grow 6.0% next year vs 7.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,070 to JP¥950. Share price was steady at JP¥704 over the past week.
Buy Or Sell Opportunity • Jun 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥712. The fair value is estimated to be JP¥900, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 105% in the next 2 years.
分析記事 • May 21Nihon Dempa Kogyo's (TSE:6779) Conservative Accounting Might Explain Soft EarningsNihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) earnings announcement last week didn't impress shareholders. While the...
Buy Or Sell Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥706. The fair value is estimated to be JP¥896, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 105% in the next 2 years.
Reported Earnings • May 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥77.71 (down from JP¥101 in FY 2024). Revenue: JP¥53.1b (up 5.5% from FY 2024). Net income: JP¥1.79b (down 23% from FY 2024). Profit margin: 3.4% (down from 4.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% 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.
お知らせ • May 13Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2025Nihon Dempa Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 28+ 2 more updatesNihon Dempa Kogyo Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Nihon Dempa Kogyo Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • Apr 07Not Many Are Piling Into Nihon Dempa Kogyo Co., Ltd. (TSE:6779) Stock Yet As It Plummets 26%The Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) share price has fared very poorly over the last month, falling by a...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥14.2b market cap, or US$97.0m).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥704, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,348 per share.
お知らせ • Mar 27Nihon Dempa Kogyo Co., Ltd. Announces Resignation of ExecutivesNihon Dempa Kogyo Co., Ltd. announced changes of Directors and Corporate Officers effective as of June 26, 2025 as follows, following a resolution made at the Board of Directors Meeting held on March 26, 2025. Resigning Director: Toshiaki Takeuchi: Resign from the Director and Chairman of the Board due to expiration of term and will become an special advisor and Yorihisa Suwa: Resign from the Outside Director due to expiration of term. Resigning Corporate Officer: Michio Aoyama: Resign from the Corporate Officer due to expiration of term and Tamahiko Masukawa: Resign from the Corporate Officer due to expiration of term and will become an advisor.
お知らせ • Mar 26Nihon Dempa Kogyo Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Nihon Dempa Kogyo Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥25.63 (vs JP¥33.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.63 (down from JP¥33.48 in 3Q 2024). Revenue: JP¥13.4b (up 4.2% from 3Q 2024). Net income: JP¥591.0m (down 23% from 3Q 2024). Profit margin: 4.4% (down from 6.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 25Price target decreased by 23% to JP¥1,070Down from JP¥1,385, the current price target is an average from 2 analysts. New target price is 23% above last closing price of JP¥872. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥101 last year.
分析記事 • Jan 07Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00The board of Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) has announced that it will pay a dividend on the 27th of June...
分析記事 • Dec 24Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) investors are due to receive a payment of ¥15.00 per share on 27th of June...
分析記事 • Dec 10Nihon Dempa Kogyo (TSE:6779) Is Due To Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd.'s ( TSE:6779 ) investors are due to receive a payment of ¥15.00 per share on 27th of June...
Declared Dividend • Dec 10First half dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥31.87 (vs JP¥44.83 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.87 (down from JP¥44.83 in 2Q 2024). Revenue: JP¥13.7b (up 4.7% from 2Q 2024). Net income: JP¥735.0m (down 29% from 2Q 2024). Profit margin: 5.4% (down from 7.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
分析記事 • Aug 12Nihon Dempa Kogyo (TSE:6779) Will Pay A Dividend Of ¥15.00Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) has announced that it will pay a dividend of ¥15.00 per share on the 11th of...
分析記事 • Aug 10Slammed 29% Nihon Dempa Kogyo Co., Ltd. (TSE:6779) Screens Well Here But There Might Be A CatchNihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) shareholders won't be pleased to see that the share price has had a very rough...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥29.14 (vs JP¥6.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥29.14 (up from JP¥6.66 in 1Q 2024). Revenue: JP¥12.6b (up 8.8% from 1Q 2024). Net income: JP¥672.0m (up 336% from 1Q 2024). Profit margin: 5.3% (up from 1.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% 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 21% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
New Risk • Aug 05New 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 8.5% 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 (8.5% average weekly change). Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.6% net profit margin).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥992, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,630 per share.
Buy Or Sell Opportunity • Aug 02Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to JP¥1,231. The fair value is estimated to be JP¥1,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 26Even With A 27% Surge, Cautious Investors Are Not Rewarding Nihon Dempa Kogyo Co., Ltd.'s (TSE:6779) Performance CompletelyNihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) shares have had a really impressive month, gaining 27% after a shaky period...
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,419, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,238 per share.
分析記事 • Jun 19Does Nihon Dempa Kogyo (TSE:6779) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥166 to JP¥130 per share. Revenue forecast steady at JP¥53.4b. Net income forecast to grow 47% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥1,695 to JP¥1,550. Share price rose 4.4% to JP¥1,120 over the past week.
Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥101 (down from JP¥266 in FY 2023). Revenue: JP¥50.3b (down 4.2% from FY 2023). Net income: JP¥2.33b (down 62% from FY 2023). Profit margin: 4.6% (down from 12% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 6.2% 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 fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Mar 30+ 3 more updatesNihon Dempa Kogyo Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Nihon Dempa Kogyo Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024
分析記事 • Mar 28Nihon Dempa Kogyo (TSE:6779) Has Affirmed Its Dividend Of ¥10.00Nihon Dempa Kogyo Co., Ltd. ( TSE:6779 ) will pay a dividend of ¥10.00 on the 28th of June. This payment means that the...
お知らせ • Mar 27Nihon Dempa Kogyo Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Nihon Dempa Kogyo Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 16% 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%).
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥104 to JP¥115. Revenue forecast unchanged at JP¥50.0b. Net income forecast to grow 17% next year vs 9.6% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 5.6% to JP¥1,426 over the past week.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥33.48 (vs JP¥79.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.48 (down from JP¥79.25 in 3Q 2023). Revenue: JP¥12.8b (down 5.1% from 3Q 2023). Net income: JP¥772.0m (down 58% from 3Q 2023). Profit margin: 6.0% (down from 14% in 3Q 2023). Revenue is forecast to grow 6.1% 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 19% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (7.8% net profit margin).
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,385, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥658 per share.
Price Target Changed • Jan 17Price target decreased by 24% to JP¥1,900Down from JP¥2,500, the current price target is provided by 1 analyst. New target price is 61% above last closing price of JP¥1,180. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥266 last year.
Major Estimate Revision • Dec 09Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥51.8b to JP¥49.8b. EPS estimate rose from JP¥95.40 to JP¥111. Net income forecast to shrink 19% next year vs 8.9% growth forecast for Electronic industry in Japan . Consensus price target of JP¥2,125 unchanged from last update. Share price fell 9.7% to JP¥1,111 over the past week.
Major Estimate Revision • Dec 02Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥51.8b to JP¥49.8b. EPS estimate rose from JP¥95.40 to JP¥117. Net income forecast to shrink 7.8% next year vs 9.0% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,475 to JP¥2,125. Share price fell 3.7% to JP¥1,230 over the past week.
Price Target Changed • Dec 01Price target decreased by 13% to JP¥2,125Down from JP¥2,450, the current price target is an average from 2 analysts. New target price is 73% above last closing price of JP¥1,230. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥266 last year.
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥53.7b to JP¥52.2b. EPS estimate also fell from JP¥177 per share to JP¥95.40 per share. Net income forecast to grow 11% next year vs 9.5% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,475 unchanged from last update. Share price was steady at JP¥1,227 over the past week.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥44.87 (vs JP¥84.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.87 (down from JP¥84.49 in 2Q 2023). Revenue: JP¥13.1b (down 6.7% from 2Q 2023). Net income: JP¥1.04b (down 47% from 2Q 2023). Profit margin: 7.9% (down from 14% in 2Q 2023). Revenue is forecast to grow 7.5% 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 56% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).
Buying Opportunity • Sep 04Now 22% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥1,988, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,425, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,913 per share.
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.5% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.5% net profit margin).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥6.66 (vs JP¥61.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.66 (down from JP¥61.72 in 1Q 2023). Revenue: JP¥11.6b (down 7.2% from 1Q 2023). Net income: JP¥154.0m (down 89% from 1Q 2023). Profit margin: 1.3% (down from 11% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 02Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥223 to JP¥183 per share. Revenue forecast steady at JP¥54.0b. Net income forecast to shrink 26% next year vs 5.3% growth forecast for Electronic industry in Japan . Consensus price target broadly unchanged at JP¥2,500. Share price was steady at JP¥1,349 over the past week.
お知らせ • May 19+ 1 more updateNihon Dempa Kogyo Co., Ltd. to Report First Half, 2024 Results on Nov 08, 2023Nihon Dempa Kogyo Co., Ltd. announced that they will report first half, 2024 results on Nov 08, 2023
Reported Earnings • May 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥266. Revenue: JP¥52.5b (up 16% from FY 2022). Net income: JP¥6.12b (up 12% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan.
お知らせ • May 12+ 2 more updatesNihon Dempa Kogyo Co., Ltd. Provides Dividend Forecast for the Second Quarter and Fiscal Year Ending March 31, 2024Nihon Dempa Kogyo Co., Ltd. provided dividend guidance for the second quarter of JPY 10.00 per share of the year ending March 31, 2023, compared to JPY 10.00 per share paid a year ago. For the year, the company also provided dividend guidance of JPY 10.00 per share for the year ending March 31, 2024, against JPY 10.00 per share paid for the same period a year ago.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 4.3% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
Price Target Changed • Feb 25Price target decreased by 7.0% to JP¥2,650Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 88% above last closing price of JP¥1,407. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥278 last year.
お知らせ • Feb 08+ 1 more updateNihon Dempa Kogyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nihon Dempa Kogyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company now expects to report net sales of JPY 52,100 million, operating income of JPY 7,600 million, net income of JPY 5,700 million, and basic earnings per share of JPY 247.77, compared with previous guidance of net sales of JPY 54,000 million, operating income of JPY 8,000 million, net income of JPY 6,100 million, and basic earnings per share of JPY 265.15.
Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥78.69 (vs JP¥25.28 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.69 (up from JP¥25.28 in 3Q 2022). Revenue: JP¥13.5b (up 17% from 3Q 2022). Net income: JP¥1.82b (up 267% from 3Q 2022). Profit margin: 14% (up from 4.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% 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 104% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 11Nihon Dempa Kogyo Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Nihon Dempa Kogyo Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Price Target Changed • Nov 29Price target increased to JP¥2,750Up from JP¥2,400, the current price target is an average from 2 analysts. New target price is 74% above last closing price of JP¥1,585. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of JP¥275 for next year compared to JP¥278 last year.