View Future GrowthSumida 過去の業績過去 基準チェック /46Sumidaの収益は年間平均-6.7%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間9.4% 8.2%割合で 増加しています。 Sumidaの自己資本利益率は5.9%であり、純利益率は2.5%です。主要情報-6.65%収益成長率-10.88%EPS成長率Electronic 業界の成長13.80%収益成長率8.21%株主資本利益率5.85%ネット・マージン2.50%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 01First quarter 2026 earnings released: EPS: JP¥21.95 (vs JP¥17.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.95 (up from JP¥17.70 in 1Q 2025). Revenue: JP¥38.4b (up 8.6% from 1Q 2025). Net income: JP¥726.0m (up 24% from 1Q 2025). Profit margin: 1.9% (up from 1.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% 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.お知らせ • Apr 21Sumida Corporation to Report Q1, 2026 Results on Apr 30, 2026Sumida Corporation announced that they will report Q1, 2026 results on Apr 30, 2026Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥109 (vs JP¥17.94 in FY 2024)Full year 2025 results: EPS: JP¥109 (up from JP¥17.94 in FY 2024). Revenue: JP¥147.2b (up 2.2% from FY 2024). Net income: JP¥3.62b (up JP¥3.03b from FY 2024). Profit margin: 2.5% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Dec 03Sumida Corporation to Report Fiscal Year 2025 Results on Feb 06, 2026Sumida Corporation announced that they will report fiscal year 2025 results on Feb 06, 2026Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: JP¥30.55 (vs JP¥22.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.55 (up from JP¥22.88 in 3Q 2024). Revenue: JP¥36.9b (up 1.2% from 3Q 2024). Net income: JP¥1.01b (up 34% from 3Q 2024). Profit margin: 2.7% (up from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Aug 20We Think You Can Look Beyond Sumida's (TSE:6817) Lackluster EarningsTSE:6817 1 Year Share Price vs Fair Value Explore Sumida's Fair Values from the Community and select yours Shareholders...すべての更新を表示Recent updatesReported Earnings • May 01First quarter 2026 earnings released: EPS: JP¥21.95 (vs JP¥17.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.95 (up from JP¥17.70 in 1Q 2025). Revenue: JP¥38.4b (up 8.6% from 1Q 2025). Net income: JP¥726.0m (up 24% from 1Q 2025). Profit margin: 1.9% (up from 1.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% 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.お知らせ • Apr 21Sumida Corporation to Report Q1, 2026 Results on Apr 30, 2026Sumida Corporation announced that they will report Q1, 2026 results on Apr 30, 2026Declared Dividend • Apr 11Final dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 4.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 21Sumida Corporation Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 6, 2026SUMIDA CORPORATION announced that it has resolved, at a meeting of the Board of Directors held on February 20, 2026, to pay a year-end dividend from the retained earnings for the fiscal year ended December 31, 2025. The details are as follows. Dividend amount is JPY 27 per share. Record date December 31, 2025. Effective date is March 6, 2026.Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥109 (vs JP¥17.94 in FY 2024)Full year 2025 results: EPS: JP¥109 (up from JP¥17.94 in FY 2024). Revenue: JP¥147.2b (up 2.2% from FY 2024). Net income: JP¥3.62b (up JP¥3.03b from FY 2024). Profit margin: 2.5% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 06Sumida Corporation, Annual General Meeting, Mar 26, 2026Sumida Corporation, Annual General Meeting, Mar 26, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 06 March 2026. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Dec 04Sumida (TSE:6817) Is Paying Out A Dividend Of ¥27.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend of ¥27.00 per share on the 6th...お知らせ • Dec 03Sumida Corporation to Report Fiscal Year 2025 Results on Feb 06, 2026Sumida Corporation announced that they will report fiscal year 2025 results on Feb 06, 2026New Risk • Nov 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: JP¥30.55 (vs JP¥22.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.55 (up from JP¥22.88 in 3Q 2024). Revenue: JP¥36.9b (up 1.2% from 3Q 2024). Net income: JP¥1.01b (up 34% from 3Q 2024). Profit margin: 2.7% (up from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Aug 28Sumida's (TSE:6817) Dividend Will Be ¥27.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend on the 6th of March, with...Declared Dividend • Aug 28First half dividend of JP¥27.00 announcedDividend of JP¥27.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 6th March 2026 Dividend yield will be 5.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.9% to bring the payout ratio under control, which is less than the 78% EPS growth achieved over the last 5 years.分析記事 • Aug 20We Think You Can Look Beyond Sumida's (TSE:6817) Lackluster EarningsTSE:6817 1 Year Share Price vs Fair Value Explore Sumida's Fair Values from the Community and select yours Shareholders...New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% 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: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: JP¥32.73 (vs JP¥4.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.73 (up from JP¥4.17 in 2Q 2024). Revenue: JP¥35.8b (down 2.6% from 2Q 2024). Net income: JP¥1.08b (up JP¥945.0m from 2Q 2024). Profit margin: 3.0% (up from 0.4% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.New Risk • Aug 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% 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: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to JP¥1,003. The fair value is estimated to be JP¥835, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 25%.Upcoming Dividend • Jun 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).分析記事 • May 07Even With A 27% Surge, Cautious Investors Are Not Rewarding Sumida Corporation's (TSE:6817) Performance CompletelySumida Corporation ( TSE:6817 ) shareholders would be excited to see that the share price has had a great month...分析記事 • May 06Sumida (TSE:6817) Has Affirmed Its Dividend Of ¥26.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend of ¥26.00 per share on the 27th...Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥17.70 (vs JP¥10.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.70 (up from JP¥10.67 in 1Q 2024). Revenue: JP¥35.4b (down 2.5% from 1Q 2024). Net income: JP¥585.0m (up 68% from 1Q 2024). Profit margin: 1.7% (up from 1.0% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Declared Dividend • Apr 11Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 27th June 2025 Payment date: 27th August 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (296% earnings payout ratio). However, it is well covered by cash flows (30% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 228% to bring the payout ratio under control. However, EPS has declined by 21% over the last 5 years so the company would need to reverse this trend.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥769, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 4.3% over the past three years.お知らせ • Mar 28Sumida Corporation Appoints Members of the CommitteesSumida Corporation announced at its AGM held on March 26, 2025, the Board of Directors of the Company appointed the members of the committees and Executive Officers by resolution as follows. Nomination Committee: Tatsuo Umemoto; Yan Hok Fan; Shigeyuki Yawata; Albert Kirchmann; Yoshiyuki Honda. Audit Committee: Ryo Hayakawa; Sawako Ueno; Yoshiyuki Honda; Junko Dochi. Compensation Committee: Tatsuo Umemoto; Yan Hok; Fan Shigeyuki Yawata; Albert Kirchmann; Yoshiyuki Honda.New Risk • Mar 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% 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: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (91% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).お知らせ • Feb 21Sumida Corporation Announces Year-End Dividend for the Fiscal Year Ended December 31, 2024, Effective March 6, 2025Sumida Corporation announced that it has resolved, at a meeting of the Board of Directors held on February 21, 2025, to pay a year-end dividend from the retained earnings for the fiscal year ended December 31, 2024. The details are as follows: Dividend: JPY 27 per share, Total amount of dividend: JPY 892 million, Record date: December 31, 2024 and Effective date: March 6, 2025.Reported Earnings • Feb 08Full year 2024 earnings released: EPS: JP¥17.94 (vs JP¥167 in FY 2023)Full year 2024 results: EPS: JP¥17.94 (down from JP¥167 in FY 2023). Revenue: JP¥144.0b (down 2.5% from FY 2023). Net income: JP¥590.0m (down 88% from FY 2023). Profit margin: 0.4% (down from 3.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 07+ 4 more updatesSumida Corporation, Annual General Meeting, Mar 26, 2025Sumida Corporation, Annual General Meeting, Mar 26, 2025.分析記事 • Dec 20Sumida (TSE:6817) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Dec 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 06 March 2025. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).お知らせ • Dec 03Sumida Corporation to Report Fiscal Year 2024 Results on Feb 07, 2025Sumida Corporation announced that they will report fiscal year 2024 results on Feb 07, 2025分析記事 • Nov 08Sumida's (TSE:6817) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Sumida Corporation's ( TSE:6817 ) recent earnings didn't contain any...Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: JP¥22.88 (vs JP¥33.19 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.88 (down from JP¥33.19 in 3Q 2023). Revenue: JP¥36.5b (down 3.3% from 3Q 2023). Net income: JP¥756.0m (down 30% from 3Q 2023). Profit margin: 2.1% (down from 2.9% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥873, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 33% over the past three years.分析記事 • Aug 06Some Confidence Is Lacking In Sumida Corporation (TSE:6817) As Shares Slide 31%The Sumida Corporation ( TSE:6817 ) share price has fared very poorly over the last month, falling by a substantial...Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥4.20 (vs JP¥71.83 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.20 (down from JP¥71.83 in 2Q 2023). Revenue: JP¥36.8b (down 2.4% from 2Q 2023). Net income: JP¥138.0m (down 93% from 2Q 2023). Profit margin: 0.4% (down from 5.4% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 02First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th December 2024 Payment date: 6th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Upcoming Dividend • Jun 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 August 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).分析記事 • May 10Sumida (TSE:6817) Is Due To Pay A Dividend Of ¥26.00Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend of ¥26.00 per share on the 28th of August...Reported Earnings • May 01First quarter 2024 earnings released: EPS: JP¥10.67 (vs JP¥45.38 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.67 (down from JP¥45.38 in 1Q 2023). Revenue: JP¥36.3b (up 2.1% from 1Q 2023). Net income: JP¥348.0m (down 72% from 1Q 2023). Profit margin: 1.0% (down from 3.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 01+ 1 more updateSumida Corporation to Report Q2, 2024 Results on Jul 31, 2024Sumida Corporation announced that they will report Q2, 2024 results on Jul 31, 2024分析記事 • Apr 26Sumida (TSE:6817) Has Announced A Dividend Of ¥26.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend on the 28th of August, with...分析記事 • Apr 11Sumida (TSE:6817) Will Pay A Dividend Of ¥26.00Sumida Corporation's ( TSE:6817 ) investors are due to receive a payment of ¥26.00 per share on 28th of August. This...Board Change • Apr 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Yoshiyuki Honda was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Mar 29Sumida (TSE:6817) Strong Profits May Be Masking Some Underlying IssuesSumida Corporation's ( TSE:6817 ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Mar 27Full year 2023 earnings released: EPS: JP¥167 (vs JP¥188 in FY 2022)Full year 2023 results: EPS: JP¥167 (down from JP¥188 in FY 2022). Revenue: JP¥147.7b (up 6.5% from FY 2022). Net income: JP¥5.06b (flat on FY 2022). Profit margin: 3.4% (down from 3.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 03Sumida Corporation to Report Q1, 2024 Results on Apr 30, 2024Sumida Corporation announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Feb 09Full year 2023 earnings released: EPS: JP¥167 (vs JP¥188 in FY 2022)Full year 2023 results: EPS: JP¥167 (down from JP¥188 in FY 2022). Revenue: JP¥147.7b (up 6.5% from FY 2022). Net income: JP¥5.06b (flat on FY 2022). Profit margin: 3.4% (down from 3.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07Sumida Corporation, Annual General Meeting, Mar 26, 2024Sumida Corporation, Annual General Meeting, Mar 26, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥24.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 04 March 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).お知らせ • Dec 05Sumida Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Sumida Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥33.17 (vs JP¥76.30 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.17 (down from JP¥76.30 in 3Q 2022). Revenue: JP¥37.7b (down 2.7% from 3Q 2022). Net income: JP¥1.08b (down 48% from 3Q 2022). Profit margin: 2.9% (down from 5.4% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: JP¥71.85 (vs JP¥22.73 in 2Q 2022)Second quarter 2023 results: EPS: JP¥71.85 (up from JP¥22.73 in 2Q 2022). Revenue: JP¥37.7b (up 15% from 2Q 2022). Net income: JP¥2.04b (up 231% from 2Q 2022). Profit margin: 5.4% (up from 1.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be JP¥1,779, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 60%.Upcoming Dividend • Jun 22Upcoming dividend of JP¥23.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).New Risk • Jun 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).Buying Opportunity • May 23Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥1,924, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 60%.Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,373, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 107% over the past three years.Buying Opportunity • May 01Now 23% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥2,071, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 60%.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: JP¥188 (vs JP¥96.68 in FY 2021)Full year 2022 results: EPS: JP¥188 (up from JP¥96.68 in FY 2021). Revenue: JP¥138.6b (up 32% from FY 2021). Net income: JP¥5.10b (up 94% from FY 2021). Profit margin: 3.7% (up from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥188 (vs JP¥96.68 in FY 2021)Full year 2022 results: EPS: JP¥188 (up from JP¥96.68 in FY 2021). Revenue: JP¥138.6b (up 32% from FY 2021). Net income: JP¥5.10b (up 94% from FY 2021). Profit margin: 3.7% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Sumida Corporation, Annual General Meeting, Mar 27, 2023Sumida Corporation, Annual General Meeting, Mar 27, 2023.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,665, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 49% over the past three years.お知らせ • Jan 16+ 2 more updatesSumida Corporation to Report Q1, 2023 Results on Apr 28, 2023Sumida Corporation announced that they will report Q1, 2023 results on Apr 28, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 03 March 2023. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).お知らせ • Dec 08Sumida Corporation to Report Fiscal Year 2022 Results on Feb 07, 2023Sumida Corporation announced that they will report fiscal year 2022 results on Feb 07, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥76.30 (vs JP¥32.91 in 3Q 2021)Third quarter 2022 results: EPS: JP¥76.30 (up from JP¥32.91 in 3Q 2021). Revenue: JP¥38.8b (up 45% from 3Q 2021). Net income: JP¥2.08b (up 132% from 3Q 2021). Profit margin: 5.4% (up from 3.4% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥76.34 (vs JP¥32.91 in 3Q 2021)Third quarter 2022 results: EPS: JP¥76.34 (up from JP¥32.91 in 3Q 2021). Revenue: JP¥38.8b (up 45% from 3Q 2021). Net income: JP¥2.08b (up 132% from 3Q 2021). Profit margin: 5.4% (up from 3.4% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,135, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 6.3% over the past three years.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: JP¥22.73 (vs JP¥41.70 in 2Q 2021)Second quarter 2022 results: EPS: JP¥22.73 (down from JP¥41.70 in 2Q 2021). Revenue: JP¥32.6b (up 27% from 2Q 2021). Net income: JP¥618.0m (down 46% from 2Q 2021). Profit margin: 1.9% (down from 4.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 22+ 1 more updateSumida Corporation to Report Q2, 2022 Results on Jul 29, 2022Sumida Corporation announced that they will report Q2, 2022 results on Jul 29, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: JP¥12.47 (vs JP¥23.69 in 1Q 2021)First quarter 2022 results: EPS: JP¥12.47 (down from JP¥23.69 in 1Q 2021). Revenue: JP¥29.6b (up 18% from 1Q 2021). Net income: JP¥339.0m (down 47% from 1Q 2021). Profit margin: 1.1% (down from 2.6% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Apr 08Sumida Corporation to Report Q1, 2022 Results on Apr 28, 2022Sumida Corporation announced that they will report Q1, 2022 results on Apr 28, 2022Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥772, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 43% over the past three years.Reported Earnings • Feb 07Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥96.68 (up from JP¥30.49 in FY 2020). Revenue: JP¥104.9b (up 24% from FY 2020). Net income: JP¥2.63b (up 217% from FY 2020). Profit margin: 2.5% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 06Sumida Corporation, Annual General Meeting, Mar 25, 2022Sumida Corporation, Annual General Meeting, Mar 25, 2022.Upcoming Dividend • Dec 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 03 March 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.1%).Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,122, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 23% over the past three years.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,243, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Electronic industry in Japan. Total loss to shareholders of 5.5% over the past three years.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS JP¥41.74 (vs JP¥33.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥25.8b (up 46% from 2Q 2020). Net income: JP¥1.14b (up JP¥2.04b from 2Q 2020). Profit margin: 4.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • May 01First quarter 2021 earnings released: EPS JP¥23.69 (vs JP¥17.72 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥25.0b (up 22% from 1Q 2020). Net income: JP¥644.0m (up JP¥1.13b from 1Q 2020). Profit margin: 2.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,159, the stock is trading at a trailing P/E ratio of 38x, up from the previous P/E ratio of 32.9x. This compares to an average P/E of 17x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 24%.お知らせ • Feb 28Sumida Corporation to Report Q1, 2021 Results on Apr 28, 2021Sumida Corporation announced that they will report Q1, 2021 results on Apr 28, 2021Is New 90 Day High Low • Feb 26New 90-day low: JP¥950The company is down 11% from its price of JP¥1,072 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.お知らせ • Feb 10Sumida Corporation, Annual General Meeting, Mar 25, 2021Sumida Corporation, Annual General Meeting, Mar 25, 2021.Reported Earnings • Feb 10Full year 2020 earnings released: EPS JP¥30.49 (vs JP¥58.33 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥84.4b (down 11% from FY 2019). Net income: JP¥828.0m (down 48% from FY 2019). Profit margin: 1.0% (down from 1.7% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 70% 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.お知らせ • Dec 19Sumida Corporation to Report Fiscal Year 2020 Results on Feb 05, 2021Sumida Corporation announced that they will report fiscal year 2020 results on Feb 05, 2021収支内訳Sumida の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:6817 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26150,2323,75913,161031 Dec 25147,1943,61812,840030 Sep 25142,5182,02512,077030 Jun 25142,0821,77112,014031 Mar 25143,05582712,308031 Dec 24143,97859012,375030 Sep 24146,2751,94412,668030 Jun 24147,5232,27212,668031 Mar 24148,4334,17812,457031 Dec 23147,6725,06412,282030 Sep 23148,5766,42812,301030 Jun 23149,6137,42012,016031 Mar 23144,5865,99411,538031 Dec 22138,6005,09911,319030 Sep 22128,4082,98810,780030 Jun 22116,3171,80710,420031 Mar 22109,4372,32410,163031 Dec 21104,9202,6299,688030 Sep 21101,3994,3059,363030 Jun 2197,0613,9908,912031 Mar 2188,8931,9538,546031 Dec 2084,4178288,798030 Sep 2084,358128,783030 Jun 2086,073819,128031 Mar 2091,6589879,402031 Dec 1994,2831,5829,330030 Sep 1995,7271,4299,634030 Jun 1997,3691,8359,643031 Mar 1998,0352,2479,983031 Dec 1897,5382,4209,891030 Sep 1895,8443,0209,725030 Jun 1893,3253,1019,614031 Mar 1891,2553,8529,155031 Dec 1790,1534,5048,837030 Sep 1786,1833,9698,85826130 Jun 1782,8953,6128,68761831 Mar 1782,0483,5438,77190831 Dec 1681,0523,0878,8871,21430 Sep 1681,9392,5588,8491,26730 Jun 1684,2152,5449,1971,16031 Mar 1685,2541,8979,1761,21731 Dec 1586,2362,0329,1921,17830 Sep 1585,3231,8439,4571,09830 Jun 1583,4761,7289,1421,224質の高い収益: 6817は 高品質の収益 を持っています。利益率の向上: 6817の現在の純利益率 (2.5%)は、昨年(0.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6817の収益は過去 5 年間で年間6.7%減少しました。成長の加速: 6817の過去 1 年間の収益成長率 ( 354.5% ) は、5 年間の平均 ( 年間-6.7%を上回っています。収益対業界: 6817の過去 1 年間の収益成長率 ( 354.5% ) はElectronic業界14.9%を上回りました。株主資本利益率高いROE: 6817の 自己資本利益率 ( 5.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/27 01:54終値2026/05/27 00:00収益2026/03/31年間収益2025/12/31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Sumida Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Hideaki AyabeDaiwa Securities Co. Ltd.Jie DaiSMBC NIKKOMasanori MizutaTIW
Reported Earnings • May 01First quarter 2026 earnings released: EPS: JP¥21.95 (vs JP¥17.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.95 (up from JP¥17.70 in 1Q 2025). Revenue: JP¥38.4b (up 8.6% from 1Q 2025). Net income: JP¥726.0m (up 24% from 1Q 2025). Profit margin: 1.9% (up from 1.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% 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.
お知らせ • Apr 21Sumida Corporation to Report Q1, 2026 Results on Apr 30, 2026Sumida Corporation announced that they will report Q1, 2026 results on Apr 30, 2026
Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥109 (vs JP¥17.94 in FY 2024)Full year 2025 results: EPS: JP¥109 (up from JP¥17.94 in FY 2024). Revenue: JP¥147.2b (up 2.2% from FY 2024). Net income: JP¥3.62b (up JP¥3.03b from FY 2024). Profit margin: 2.5% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 03Sumida Corporation to Report Fiscal Year 2025 Results on Feb 06, 2026Sumida Corporation announced that they will report fiscal year 2025 results on Feb 06, 2026
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: JP¥30.55 (vs JP¥22.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.55 (up from JP¥22.88 in 3Q 2024). Revenue: JP¥36.9b (up 1.2% from 3Q 2024). Net income: JP¥1.01b (up 34% from 3Q 2024). Profit margin: 2.7% (up from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 20We Think You Can Look Beyond Sumida's (TSE:6817) Lackluster EarningsTSE:6817 1 Year Share Price vs Fair Value Explore Sumida's Fair Values from the Community and select yours Shareholders...
Reported Earnings • May 01First quarter 2026 earnings released: EPS: JP¥21.95 (vs JP¥17.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.95 (up from JP¥17.70 in 1Q 2025). Revenue: JP¥38.4b (up 8.6% from 1Q 2025). Net income: JP¥726.0m (up 24% from 1Q 2025). Profit margin: 1.9% (up from 1.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% 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.
お知らせ • Apr 21Sumida Corporation to Report Q1, 2026 Results on Apr 30, 2026Sumida Corporation announced that they will report Q1, 2026 results on Apr 30, 2026
Declared Dividend • Apr 11Final dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 4.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 21Sumida Corporation Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 6, 2026SUMIDA CORPORATION announced that it has resolved, at a meeting of the Board of Directors held on February 20, 2026, to pay a year-end dividend from the retained earnings for the fiscal year ended December 31, 2025. The details are as follows. Dividend amount is JPY 27 per share. Record date December 31, 2025. Effective date is March 6, 2026.
Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥109 (vs JP¥17.94 in FY 2024)Full year 2025 results: EPS: JP¥109 (up from JP¥17.94 in FY 2024). Revenue: JP¥147.2b (up 2.2% from FY 2024). Net income: JP¥3.62b (up JP¥3.03b from FY 2024). Profit margin: 2.5% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 06Sumida Corporation, Annual General Meeting, Mar 26, 2026Sumida Corporation, Annual General Meeting, Mar 26, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 06 March 2026. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Dec 04Sumida (TSE:6817) Is Paying Out A Dividend Of ¥27.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend of ¥27.00 per share on the 6th...
お知らせ • Dec 03Sumida Corporation to Report Fiscal Year 2025 Results on Feb 06, 2026Sumida Corporation announced that they will report fiscal year 2025 results on Feb 06, 2026
New Risk • Nov 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: JP¥30.55 (vs JP¥22.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.55 (up from JP¥22.88 in 3Q 2024). Revenue: JP¥36.9b (up 1.2% from 3Q 2024). Net income: JP¥1.01b (up 34% from 3Q 2024). Profit margin: 2.7% (up from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 28Sumida's (TSE:6817) Dividend Will Be ¥27.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend on the 6th of March, with...
Declared Dividend • Aug 28First half dividend of JP¥27.00 announcedDividend of JP¥27.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 6th March 2026 Dividend yield will be 5.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.9% to bring the payout ratio under control, which is less than the 78% EPS growth achieved over the last 5 years.
分析記事 • Aug 20We Think You Can Look Beyond Sumida's (TSE:6817) Lackluster EarningsTSE:6817 1 Year Share Price vs Fair Value Explore Sumida's Fair Values from the Community and select yours Shareholders...
New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% 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: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: JP¥32.73 (vs JP¥4.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.73 (up from JP¥4.17 in 2Q 2024). Revenue: JP¥35.8b (down 2.6% from 2Q 2024). Net income: JP¥1.08b (up JP¥945.0m from 2Q 2024). Profit margin: 3.0% (up from 0.4% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
New Risk • Aug 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% 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: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to JP¥1,003. The fair value is estimated to be JP¥835, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 25%.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).
分析記事 • May 07Even With A 27% Surge, Cautious Investors Are Not Rewarding Sumida Corporation's (TSE:6817) Performance CompletelySumida Corporation ( TSE:6817 ) shareholders would be excited to see that the share price has had a great month...
分析記事 • May 06Sumida (TSE:6817) Has Affirmed Its Dividend Of ¥26.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend of ¥26.00 per share on the 27th...
Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥17.70 (vs JP¥10.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.70 (up from JP¥10.67 in 1Q 2024). Revenue: JP¥35.4b (down 2.5% from 1Q 2024). Net income: JP¥585.0m (up 68% from 1Q 2024). Profit margin: 1.7% (up from 1.0% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Declared Dividend • Apr 11Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 27th June 2025 Payment date: 27th August 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (296% earnings payout ratio). However, it is well covered by cash flows (30% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 228% to bring the payout ratio under control. However, EPS has declined by 21% over the last 5 years so the company would need to reverse this trend.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥769, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 4.3% over the past three years.
お知らせ • Mar 28Sumida Corporation Appoints Members of the CommitteesSumida Corporation announced at its AGM held on March 26, 2025, the Board of Directors of the Company appointed the members of the committees and Executive Officers by resolution as follows. Nomination Committee: Tatsuo Umemoto; Yan Hok Fan; Shigeyuki Yawata; Albert Kirchmann; Yoshiyuki Honda. Audit Committee: Ryo Hayakawa; Sawako Ueno; Yoshiyuki Honda; Junko Dochi. Compensation Committee: Tatsuo Umemoto; Yan Hok; Fan Shigeyuki Yawata; Albert Kirchmann; Yoshiyuki Honda.
New Risk • Mar 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% 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: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (91% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).
お知らせ • Feb 21Sumida Corporation Announces Year-End Dividend for the Fiscal Year Ended December 31, 2024, Effective March 6, 2025Sumida Corporation announced that it has resolved, at a meeting of the Board of Directors held on February 21, 2025, to pay a year-end dividend from the retained earnings for the fiscal year ended December 31, 2024. The details are as follows: Dividend: JPY 27 per share, Total amount of dividend: JPY 892 million, Record date: December 31, 2024 and Effective date: March 6, 2025.
Reported Earnings • Feb 08Full year 2024 earnings released: EPS: JP¥17.94 (vs JP¥167 in FY 2023)Full year 2024 results: EPS: JP¥17.94 (down from JP¥167 in FY 2023). Revenue: JP¥144.0b (down 2.5% from FY 2023). Net income: JP¥590.0m (down 88% from FY 2023). Profit margin: 0.4% (down from 3.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 07+ 4 more updatesSumida Corporation, Annual General Meeting, Mar 26, 2025Sumida Corporation, Annual General Meeting, Mar 26, 2025.
分析記事 • Dec 20Sumida (TSE:6817) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 06 March 2025. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
お知らせ • Dec 03Sumida Corporation to Report Fiscal Year 2024 Results on Feb 07, 2025Sumida Corporation announced that they will report fiscal year 2024 results on Feb 07, 2025
分析記事 • Nov 08Sumida's (TSE:6817) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Sumida Corporation's ( TSE:6817 ) recent earnings didn't contain any...
Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: JP¥22.88 (vs JP¥33.19 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.88 (down from JP¥33.19 in 3Q 2023). Revenue: JP¥36.5b (down 3.3% from 3Q 2023). Net income: JP¥756.0m (down 30% from 3Q 2023). Profit margin: 2.1% (down from 2.9% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥873, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 33% over the past three years.
分析記事 • Aug 06Some Confidence Is Lacking In Sumida Corporation (TSE:6817) As Shares Slide 31%The Sumida Corporation ( TSE:6817 ) share price has fared very poorly over the last month, falling by a substantial...
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥4.20 (vs JP¥71.83 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.20 (down from JP¥71.83 in 2Q 2023). Revenue: JP¥36.8b (down 2.4% from 2Q 2023). Net income: JP¥138.0m (down 93% from 2Q 2023). Profit margin: 0.4% (down from 5.4% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 02First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th December 2024 Payment date: 6th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 August 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
分析記事 • May 10Sumida (TSE:6817) Is Due To Pay A Dividend Of ¥26.00Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend of ¥26.00 per share on the 28th of August...
Reported Earnings • May 01First quarter 2024 earnings released: EPS: JP¥10.67 (vs JP¥45.38 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.67 (down from JP¥45.38 in 1Q 2023). Revenue: JP¥36.3b (up 2.1% from 1Q 2023). Net income: JP¥348.0m (down 72% from 1Q 2023). Profit margin: 1.0% (down from 3.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 01+ 1 more updateSumida Corporation to Report Q2, 2024 Results on Jul 31, 2024Sumida Corporation announced that they will report Q2, 2024 results on Jul 31, 2024
分析記事 • Apr 26Sumida (TSE:6817) Has Announced A Dividend Of ¥26.00The board of Sumida Corporation ( TSE:6817 ) has announced that it will pay a dividend on the 28th of August, with...
分析記事 • Apr 11Sumida (TSE:6817) Will Pay A Dividend Of ¥26.00Sumida Corporation's ( TSE:6817 ) investors are due to receive a payment of ¥26.00 per share on 28th of August. This...
Board Change • Apr 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Yoshiyuki Honda was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Mar 29Sumida (TSE:6817) Strong Profits May Be Masking Some Underlying IssuesSumida Corporation's ( TSE:6817 ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: JP¥167 (vs JP¥188 in FY 2022)Full year 2023 results: EPS: JP¥167 (down from JP¥188 in FY 2022). Revenue: JP¥147.7b (up 6.5% from FY 2022). Net income: JP¥5.06b (flat on FY 2022). Profit margin: 3.4% (down from 3.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 03Sumida Corporation to Report Q1, 2024 Results on Apr 30, 2024Sumida Corporation announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: JP¥167 (vs JP¥188 in FY 2022)Full year 2023 results: EPS: JP¥167 (down from JP¥188 in FY 2022). Revenue: JP¥147.7b (up 6.5% from FY 2022). Net income: JP¥5.06b (flat on FY 2022). Profit margin: 3.4% (down from 3.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07Sumida Corporation, Annual General Meeting, Mar 26, 2024Sumida Corporation, Annual General Meeting, Mar 26, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥24.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 04 March 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
お知らせ • Dec 05Sumida Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Sumida Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥33.17 (vs JP¥76.30 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.17 (down from JP¥76.30 in 3Q 2022). Revenue: JP¥37.7b (down 2.7% from 3Q 2022). Net income: JP¥1.08b (down 48% from 3Q 2022). Profit margin: 2.9% (down from 5.4% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: JP¥71.85 (vs JP¥22.73 in 2Q 2022)Second quarter 2023 results: EPS: JP¥71.85 (up from JP¥22.73 in 2Q 2022). Revenue: JP¥37.7b (up 15% from 2Q 2022). Net income: JP¥2.04b (up 231% from 2Q 2022). Profit margin: 5.4% (up from 1.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be JP¥1,779, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 60%.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥23.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
New Risk • Jun 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (103% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Buying Opportunity • May 23Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥1,924, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 60%.
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,373, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 107% over the past three years.
Buying Opportunity • May 01Now 23% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥2,071, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 60%.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: JP¥188 (vs JP¥96.68 in FY 2021)Full year 2022 results: EPS: JP¥188 (up from JP¥96.68 in FY 2021). Revenue: JP¥138.6b (up 32% from FY 2021). Net income: JP¥5.10b (up 94% from FY 2021). Profit margin: 3.7% (up from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥188 (vs JP¥96.68 in FY 2021)Full year 2022 results: EPS: JP¥188 (up from JP¥96.68 in FY 2021). Revenue: JP¥138.6b (up 32% from FY 2021). Net income: JP¥5.10b (up 94% from FY 2021). Profit margin: 3.7% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Sumida Corporation, Annual General Meeting, Mar 27, 2023Sumida Corporation, Annual General Meeting, Mar 27, 2023.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,665, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 49% over the past three years.
お知らせ • Jan 16+ 2 more updatesSumida Corporation to Report Q1, 2023 Results on Apr 28, 2023Sumida Corporation announced that they will report Q1, 2023 results on Apr 28, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 03 March 2023. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).
お知らせ • Dec 08Sumida Corporation to Report Fiscal Year 2022 Results on Feb 07, 2023Sumida Corporation announced that they will report fiscal year 2022 results on Feb 07, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥76.30 (vs JP¥32.91 in 3Q 2021)Third quarter 2022 results: EPS: JP¥76.30 (up from JP¥32.91 in 3Q 2021). Revenue: JP¥38.8b (up 45% from 3Q 2021). Net income: JP¥2.08b (up 132% from 3Q 2021). Profit margin: 5.4% (up from 3.4% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥76.34 (vs JP¥32.91 in 3Q 2021)Third quarter 2022 results: EPS: JP¥76.34 (up from JP¥32.91 in 3Q 2021). Revenue: JP¥38.8b (up 45% from 3Q 2021). Net income: JP¥2.08b (up 132% from 3Q 2021). Profit margin: 5.4% (up from 3.4% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,135, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 6.3% over the past three years.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: JP¥22.73 (vs JP¥41.70 in 2Q 2021)Second quarter 2022 results: EPS: JP¥22.73 (down from JP¥41.70 in 2Q 2021). Revenue: JP¥32.6b (up 27% from 2Q 2021). Net income: JP¥618.0m (down 46% from 2Q 2021). Profit margin: 1.9% (down from 4.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 22+ 1 more updateSumida Corporation to Report Q2, 2022 Results on Jul 29, 2022Sumida Corporation announced that they will report Q2, 2022 results on Jul 29, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: JP¥12.47 (vs JP¥23.69 in 1Q 2021)First quarter 2022 results: EPS: JP¥12.47 (down from JP¥23.69 in 1Q 2021). Revenue: JP¥29.6b (up 18% from 1Q 2021). Net income: JP¥339.0m (down 47% from 1Q 2021). Profit margin: 1.1% (down from 2.6% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08Sumida Corporation to Report Q1, 2022 Results on Apr 28, 2022Sumida Corporation announced that they will report Q1, 2022 results on Apr 28, 2022
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥772, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 43% over the past three years.
Reported Earnings • Feb 07Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥96.68 (up from JP¥30.49 in FY 2020). Revenue: JP¥104.9b (up 24% from FY 2020). Net income: JP¥2.63b (up 217% from FY 2020). Profit margin: 2.5% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 06Sumida Corporation, Annual General Meeting, Mar 25, 2022Sumida Corporation, Annual General Meeting, Mar 25, 2022.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 03 March 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.1%).
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,122, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 23% over the past three years.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,243, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Electronic industry in Japan. Total loss to shareholders of 5.5% over the past three years.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS JP¥41.74 (vs JP¥33.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥25.8b (up 46% from 2Q 2020). Net income: JP¥1.14b (up JP¥2.04b from 2Q 2020). Profit margin: 4.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 01First quarter 2021 earnings released: EPS JP¥23.69 (vs JP¥17.72 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥25.0b (up 22% from 1Q 2020). Net income: JP¥644.0m (up JP¥1.13b from 1Q 2020). Profit margin: 2.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,159, the stock is trading at a trailing P/E ratio of 38x, up from the previous P/E ratio of 32.9x. This compares to an average P/E of 17x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 24%.
お知らせ • Feb 28Sumida Corporation to Report Q1, 2021 Results on Apr 28, 2021Sumida Corporation announced that they will report Q1, 2021 results on Apr 28, 2021
Is New 90 Day High Low • Feb 26New 90-day low: JP¥950The company is down 11% from its price of JP¥1,072 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.
お知らせ • Feb 10Sumida Corporation, Annual General Meeting, Mar 25, 2021Sumida Corporation, Annual General Meeting, Mar 25, 2021.
Reported Earnings • Feb 10Full year 2020 earnings released: EPS JP¥30.49 (vs JP¥58.33 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥84.4b (down 11% from FY 2019). Net income: JP¥828.0m (down 48% from FY 2019). Profit margin: 1.0% (down from 1.7% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 70% 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.
お知らせ • Dec 19Sumida Corporation to Report Fiscal Year 2020 Results on Feb 05, 2021Sumida Corporation announced that they will report fiscal year 2020 results on Feb 05, 2021