View ValuationAichi Tokei Denki 将来の成長Future 基準チェック /16Aichi Tokei Denkiは、1.2%と3.3%でそれぞれ年率1.2%で利益と収益が成長すると予測される一方、EPSはgrowで1.3%年率。主要情報1.2%収益成長率1.32%EPS成長率Electronic 収益成長13.6%収益成長率3.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 01Aichi Tokei Denki Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026分析記事 • May 18There May Be Underlying Issues With The Quality Of Aichi Tokei Denki's (TSE:7723) EarningsAichi Tokei Denki Co., Ltd. ( TSE:7723 ) announced strong profits, but the stock was stagnant. Our analysis suggests...Reported Earnings • May 09Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: JP¥312 (up from JP¥230 in FY 2025). Revenue: JP¥59.1b (up 8.9% from FY 2025). Net income: JP¥4.80b (up 36% from FY 2025). Profit margin: 8.1% (up from 6.5% in FY 2025). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 08+ 1 more updateAichi Tokei Denki Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).分析記事 • Feb 08Aichi Tokei Denki's (TSE:7723) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be paying its dividend of ¥68.00 on...New Risk • Feb 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥91.68 (vs JP¥61.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥91.68 (up from JP¥61.26 in 3Q 2025). Revenue: JP¥14.1b (up 5.5% from 3Q 2025). Net income: JP¥1.41b (up 50% from 3Q 2025). Profit margin: 10.0% (up from 7.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% 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 5% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 30Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥45.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) will pay a dividend of ¥45.00 on the 26th of June. This makes the dividend...分析記事 • Dec 10Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥45.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will pay a dividend of ¥45.00 per share on the 26th of...お知らせ • Dec 04Aichi Tokei Denki Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 26Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥45.00The board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will pay a dividend on the 26th of June...Declared Dividend • Nov 26First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. 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 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 16There May Be Underlying Issues With The Quality Of Aichi Tokei Denki's (TSE:7723) EarningsDespite announcing strong earnings, Aichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) stock was sluggish. We think that the...Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥42.85 (vs JP¥36.42 in 2Q 2025)Second quarter 2026 results: EPS: JP¥42.85 (up from JP¥36.42 in 2Q 2025). Revenue: JP¥15.0b (up 9.1% from 2Q 2025). Net income: JP¥660.0m (up 18% from 2Q 2025). Profit margin: 4.4% (up from 4.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Sep 01Aichi Tokei Denki (TSE:7723) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) will increase its dividend from last year's comparable payment on the 25th of...お知らせ • Sep 01Aichi Tokei Denki Co., Ltd. to Report Q2, 2026 Results on Nov 04, 2025Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2026 results on Nov 04, 2025Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥50.19 (vs JP¥34.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.19 (up from JP¥34.49 in 1Q 2025). Revenue: JP¥12.5b (down 2.2% from 1Q 2025). Net income: JP¥772.0m (up 46% from 1Q 2025). Profit margin: 6.2% (up from 4.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 23Aichi Tokei Denki (TSE:7723) Is Paying Out A Larger Dividend Than Last YearAichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) dividend will be increasing from last year's payment of the same period to...分析記事 • Jul 09Aichi Tokei Denki's (TSE:7723) Upcoming Dividend Will Be Larger Than Last Year'sAichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). 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 8.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥230 (vs JP¥207 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥207 in FY 2024). Revenue: JP¥54.3b (up 6.0% from FY 2024). Net income: JP¥3.53b (up 11% from FY 2024). Profit margin: 6.5% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 31Aichi Tokei Denki Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025分析記事 • May 16Aichi Tokei Denki's (TSE:7723) Solid Profits Have Weak FundamentalsAichi Tokei Denki Co., Ltd. ( TSE:7723 ) just reported some strong earnings, and the market reacted accordingly with a...Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥230 (vs JP¥207 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥207 in FY 2024). Revenue: JP¥54.3b (up 6.0% from FY 2024). Net income: JP¥3.53b (up 11% from FY 2024). Profit margin: 6.5% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 25, 2025Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 25, 2025.分析記事 • Apr 15Investors Could Be Concerned With Aichi Tokei Denki's (TSE:7723) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 40% 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%).分析記事 • Mar 11Aichi Tokei Denki's (TSE:7723) Upcoming Dividend Will Be Larger Than Last Year'sAichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) dividend will be increasing from last year's payment of the same period to...お知らせ • Mar 11Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥61.26 (vs JP¥59.07 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.26 (up from JP¥59.07 in 3Q 2024). Revenue: JP¥13.3b (up 6.3% from 3Q 2024). Net income: JP¥942.0m (up 3.9% from 3Q 2024). Profit margin: 7.1% (down from 7.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.分析記事 • Dec 19Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥35.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will pay a dividend of ¥35.00 per share on the 24th of...お知らせ • Dec 19Aichi Tokei Denki Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 26Aichi Tokei Denki's (TSE:7723) Dividend Will Be ¥35.00Aichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) investors are due to receive a payment of ¥35.00 per share on 24th of June...Declared Dividend • Nov 26First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.5%, 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 (37% cash payout ratio). The dividend has increased by an average of 8.8% 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 decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.2% EPS decline seen over the last 5 years.Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥36.42 (vs JP¥62.14 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.42 (down from JP¥62.14 in 2Q 2024). Revenue: JP¥13.8b (flat on 2Q 2024). Net income: JP¥560.0m (down 41% from 2Q 2024). Profit margin: 4.1% (down from 6.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.お知らせ • Sep 27Aichi Tokei Denki Co., Ltd. to Report Q2, 2025 Results on Nov 01, 2024Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2025 results on Nov 01, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).分析記事 • Aug 22Aichi Tokei Denki (TSE:7723) Has Announced That It Will Be Increasing Its Dividend To ¥35.00The board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be paying its dividend of ¥35.00 on...分析記事 • Aug 08Aichi Tokei Denki's (TSE:7723) Dividend Will Be Increased To ¥35.00The board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be paying its dividend of ¥35.00 on...Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,906, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥32.56 (vs JP¥44.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.56 (down from JP¥44.66 in 1Q 2024). Revenue: JP¥11.8b (up 7.4% from 1Q 2024). Net income: JP¥500.0m (down 27% from 1Q 2024). Profit margin: 4.2% (down from 6.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 2 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 increased by 6% per year whereas the company’s share price has increased by 7% per year.New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (212% cash payout ratio). Share price has been volatile over the past 3 months (5.6% average weekly change).分析記事 • Jul 25Aichi Tokei Denki's (TSE:7723) Shareholders Will Receive A Bigger Dividend Than Last YearAichi Tokei Denki Co., Ltd. ( TSE:7723 ) will increase its dividend from last year's comparable payment on the 27th of...分析記事 • Jul 11Aichi Tokei Denki (TSE:7723) Will Pay A Larger Dividend Than Last Year At ¥35.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (212% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥207 (down from JP¥225 in FY 2023). Revenue: JP¥51.2b (up 2.1% from FY 2023). Net income: JP¥3.17b (down 8.2% from FY 2023). Profit margin: 6.2% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 06Aichi Tokei Denki Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • May 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥207 (down from JP¥225 in FY 2023). Revenue: JP¥51.2b (up 2.1% from FY 2023). Net income: JP¥3.17b (down 8.2% from FY 2023). Profit margin: 6.2% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 21, 2024Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 21, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).お知らせ • Mar 02Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥59.07 (vs JP¥44.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥59.07 (up from JP¥44.21 in 3Q 2023). Revenue: JP¥12.5b (up 7.1% from 3Q 2023). Net income: JP¥907.0m (up 34% from 3Q 2023). Profit margin: 7.2% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 29Aichi Tokei Denki Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥62.14 (vs JP¥39.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.14 (up from JP¥39.91 in 2Q 2023). Revenue: JP¥13.7b (up 5.8% from 2Q 2023). Net income: JP¥954.0m (up 56% from 2Q 2023). Profit margin: 6.9% (up from 4.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥44.66 (vs JP¥30.26 in 1Q 2023)First quarter 2024 results: EPS: JP¥44.66 (up from JP¥30.26 in 1Q 2023). Revenue: JP¥11.0b (up 3.8% from 1Q 2023). Net income: JP¥683.0m (up 47% from 1Q 2023). Profit margin: 6.2% (up from 4.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 09Aichi Tokei Denki Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 13Full year 2023 earnings released: EPS: JP¥225 (vs JP¥181 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥181 in FY 2022). Revenue: JP¥50.2b (up 7.9% from FY 2022). Net income: JP¥3.46b (up 24% from FY 2022). Profit margin: 6.9% (up from 6.0% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 23, 2023Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Feb 01Aichi Tokei Denki Co., Ltd. (TSE:7723) announces an Equity Buyback for 70,000 shares, representing 0.46% for ¥120 million.Aichi Tokei Denki Co., Ltd. (TSE:7723) announces a share repurchase program. Under the program the company will repurchase 70,000 shares, representing 0.46% of the outstanding shares for ¥120 million. The purpose of the program is to secure treasury shares for transfer to in the restricted stock compensation program. The program will expire on March 31, 2023. As of December 31, 2022, the company had 15,360,184 shares outstanding and 59,816 shares in treasury.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥44.21 (vs JP¥48.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥44.21 (down from JP¥48.27 in 3Q 2022). Revenue: JP¥11.7b (up 8.7% from 3Q 2022). Net income: JP¥679.0m (down 8.6% from 3Q 2022). Profit margin: 5.8% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 24Aichi Tokei Denki Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Chie Okada was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: JP¥39.91 (vs JP¥34.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.91 (up from JP¥34.89 in 2Q 2022). Revenue: JP¥13.0b (up 12% from 2Q 2022). Net income: JP¥613.0m (up 14% from 2Q 2022). Profit margin: 4.7% (up from 4.6% 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 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Aug 31Aichi Tokei Denki Co., Ltd. to Report Q2, 2023 Results on Nov 01, 2022Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2023 results on Nov 01, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥30.26 (vs JP¥37.85 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.26 (down from JP¥37.85 in 1Q 2022). Revenue: JP¥10.6b (down 3.3% from 1Q 2022). Net income: JP¥464.0m (down 20% from 1Q 2022). Profit margin: 4.4% (down from 5.3% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jun 02Aichi Tokei Denki Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 12Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 24, 2022Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 24, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥181 (vs JP¥195 in FY 2021)Full year 2022 results: EPS: JP¥181 (down from JP¥195 in FY 2021). Revenue: JP¥46.5b (flat on FY 2021). Net income: JP¥2.79b (down 6.6% from FY 2021). Profit margin: 6.0% (down from 6.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. 2 independent directors (8 non-independent directors). Independent External Director Seiichi Hattori was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,505, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 25% over the past three years.Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: JP¥10.8b (up 7.4% from 3Q 2021). Net income: JP¥743.0m (up 21% from 3Q 2021). Profit margin: 6.9% (up from 6.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥5,290, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 49% over the past three years.お知らせ • Dec 24Aichi Tokei Denki Co., Ltd. (TSE:7723) announces an Equity Buyback for 20,000 shares, representing 0.39% for ¥120 million.Aichi Tokei Denki Co., Ltd. (TSE:7723) announces a share repurchase program. Under the program the company will repurchase 20,000 shares, representing 0.39% of the outstanding shares for ¥120 million. The purpose of the program is to secure treasury shares for transfer to in the restricted stock compensation program. The program will expire on March 31, 2022. As of November 30, 2021, the company had 5,130,412 shares outstanding and 9,588 shares in treasury.Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥119 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥11.6b (up 2.3% from 2Q 2021). Net income: JP¥537.0m (down 11% from 2Q 2021). Profit margin: 4.6% (down from 5.4% 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 2% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 26 November 2021. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥114 (vs JP¥70.28 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.0b (up 7.9% from 1Q 2021). Net income: JP¥582.0m (up 62% from 1Q 2021). Profit margin: 5.3% (up from 3.5% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥584 (vs JP¥459 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥46.2b (down 3.9% from FY 2020). Net income: JP¥2.99b (up 27% from FY 2020). Profit margin: 6.5% (up from 4.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥584 (vs JP¥459 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥46.2b (down 3.9% from FY 2020). Net income: JP¥2.99b (up 27% from FY 2020). Profit margin: 6.5% (up from 4.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).お知らせ • Mar 20Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Over the next year, revenue is expected to shrink by 5.9% compared to a 7.1% growth forecast for the Electronic industry in Japan.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥120 (vs JP¥60.18 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥10.0b (up 2.1% from 3Q 2020). Net income: JP¥615.0m (up 99% from 3Q 2020). Profit margin: 6.1% (up from 3.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 20New 90-day low: JP¥4,300The company is down 2.0% from its price of JP¥4,405 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 22% over the same period.お知らせ • Dec 19Aichi Tokei Denki Co., Ltd. to Report Q3, 2021 Results on Feb 02, 2021Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2021 results on Feb 02, 2021お知らせ • Oct 10Aichi Tokei Denki Co., Ltd. to Report Q2, 2021 Results on Nov 02, 2020Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2021 results on Nov 02, 2020お知らせ • Jul 05Aichi Tokei Denki Co., Ltd. to Report Q1, 2021 Results on Aug 03, 2020Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2021 results on Aug 03, 2020業績と収益の成長予測TSE:7723 - 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3/31/202965,0005,000N/AN/A13/31/202863,0004,700N/AN/A13/31/202760,5004,700N/AN/A13/31/202659,1164,8018162,819N/A12/31/202556,9554,375N/AN/AN/A9/30/202556,2213,905-1,159769N/A6/30/202554,9693,805N/AN/AN/A3/31/202554,2863,5332381,856N/A12/31/202452,8532,632N/AN/AN/A9/30/202452,0622,5972,8734,348N/A6/30/202452,0362,991N/AN/AN/A3/31/202451,2253,1745061,742N/A12/31/202352,1384,246N/AN/AN/A9/30/202351,3094,018-485551N/A6/30/202350,5613,677N/AN/AN/A3/31/202350,1603,4581,0851,876N/A12/31/202248,4562,683N/AN/AN/A9/30/202247,5172,7471,6292,198N/A6/30/202246,1162,671N/AN/AN/A3/31/202246,4832,7892,5273,115N/A12/31/202148,0353,268N/AN/AN/A9/30/202147,2913,1403,2733,934N/A6/30/202147,0333,209N/AN/AN/A3/31/202146,2252,9872,8804,192N/A12/31/202046,0922,464N/AN/AN/A9/30/202045,8832,1582,0293,728N/A6/30/202047,3952,340N/AN/AN/A3/31/202048,1182,3542,6913,739N/A12/31/201947,3282,596N/AN/AN/A9/30/201947,7672,905N/A3,666N/A6/30/201946,7212,717N/AN/AN/A3/31/201946,7222,829N/A3,782N/A12/31/201847,5022,782N/AN/AN/A9/30/201847,4392,774N/A3,160N/A6/30/201847,6252,896N/AN/AN/A3/31/201847,2752,788N/A2,628N/A12/31/201746,7382,806N/AN/AN/A9/30/201746,2372,913N/A3,057N/A6/30/201745,5262,530N/AN/AN/A3/31/201744,7702,235N/A2,434N/A12/31/201644,2052,103N/AN/AN/A9/30/201643,4581,722N/A2,018N/A6/30/201642,5801,481N/AN/AN/A3/31/201641,7821,411N/A2,180N/A12/31/201541,2381,194N/AN/AN/A9/30/201541,4141,213N/A2,932N/A6/30/201541,6941,319N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7723の予測収益成長率 (年間1.2% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7723の収益 ( 1.2% ) JP市場 ( 9.3% ) よりも低い成長が予測されています。高成長収益: 7723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: 7723の収益 ( 3.3% ) JP市場 ( 6% ) よりも低い成長が予測されています。高い収益成長: 7723の収益 ( 3.3% ) 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: 7723の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 07:02終値2026/06/09 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Aichi Tokei Denki Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Satoshi SakaeDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Takao HattoriTIW
お知らせ • Jun 01Aichi Tokei Denki Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
分析記事 • May 18There May Be Underlying Issues With The Quality Of Aichi Tokei Denki's (TSE:7723) EarningsAichi Tokei Denki Co., Ltd. ( TSE:7723 ) announced strong profits, but the stock was stagnant. Our analysis suggests...
Reported Earnings • May 09Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: JP¥312 (up from JP¥230 in FY 2025). Revenue: JP¥59.1b (up 8.9% from FY 2025). Net income: JP¥4.80b (up 36% from FY 2025). Profit margin: 8.1% (up from 6.5% in FY 2025). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 08+ 1 more updateAichi Tokei Denki Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
分析記事 • Feb 08Aichi Tokei Denki's (TSE:7723) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be paying its dividend of ¥68.00 on...
New Risk • Feb 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥91.68 (vs JP¥61.26 in 3Q 2025)Third quarter 2026 results: EPS: JP¥91.68 (up from JP¥61.26 in 3Q 2025). Revenue: JP¥14.1b (up 5.5% from 3Q 2025). Net income: JP¥1.41b (up 50% from 3Q 2025). Profit margin: 10.0% (up from 7.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% 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 5% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 30Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥45.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) will pay a dividend of ¥45.00 on the 26th of June. This makes the dividend...
分析記事 • Dec 10Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥45.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will pay a dividend of ¥45.00 per share on the 26th of...
お知らせ • Dec 04Aichi Tokei Denki Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 26Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥45.00The board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will pay a dividend on the 26th of June...
Declared Dividend • Nov 26First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. 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 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 16There May Be Underlying Issues With The Quality Of Aichi Tokei Denki's (TSE:7723) EarningsDespite announcing strong earnings, Aichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) stock was sluggish. We think that the...
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥42.85 (vs JP¥36.42 in 2Q 2025)Second quarter 2026 results: EPS: JP¥42.85 (up from JP¥36.42 in 2Q 2025). Revenue: JP¥15.0b (up 9.1% from 2Q 2025). Net income: JP¥660.0m (up 18% from 2Q 2025). Profit margin: 4.4% (up from 4.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Sep 01Aichi Tokei Denki (TSE:7723) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) will increase its dividend from last year's comparable payment on the 25th of...
お知らせ • Sep 01Aichi Tokei Denki Co., Ltd. to Report Q2, 2026 Results on Nov 04, 2025Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2026 results on Nov 04, 2025
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥50.19 (vs JP¥34.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.19 (up from JP¥34.49 in 1Q 2025). Revenue: JP¥12.5b (down 2.2% from 1Q 2025). Net income: JP¥772.0m (up 46% from 1Q 2025). Profit margin: 6.2% (up from 4.1% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 23Aichi Tokei Denki (TSE:7723) Is Paying Out A Larger Dividend Than Last YearAichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) dividend will be increasing from last year's payment of the same period to...
分析記事 • Jul 09Aichi Tokei Denki's (TSE:7723) Upcoming Dividend Will Be Larger Than Last Year'sAichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). 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 8.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥230 (vs JP¥207 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥207 in FY 2024). Revenue: JP¥54.3b (up 6.0% from FY 2024). Net income: JP¥3.53b (up 11% from FY 2024). Profit margin: 6.5% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 31Aichi Tokei Denki Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
分析記事 • May 16Aichi Tokei Denki's (TSE:7723) Solid Profits Have Weak FundamentalsAichi Tokei Denki Co., Ltd. ( TSE:7723 ) just reported some strong earnings, and the market reacted accordingly with a...
Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥230 (vs JP¥207 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥207 in FY 2024). Revenue: JP¥54.3b (up 6.0% from FY 2024). Net income: JP¥3.53b (up 11% from FY 2024). Profit margin: 6.5% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 25, 2025Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 25, 2025.
分析記事 • Apr 15Investors Could Be Concerned With Aichi Tokei Denki's (TSE:7723) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 40% 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%).
分析記事 • Mar 11Aichi Tokei Denki's (TSE:7723) Upcoming Dividend Will Be Larger Than Last Year'sAichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Mar 11Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥61.26 (vs JP¥59.07 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.26 (up from JP¥59.07 in 3Q 2024). Revenue: JP¥13.3b (up 6.3% from 3Q 2024). Net income: JP¥942.0m (up 3.9% from 3Q 2024). Profit margin: 7.1% (down from 7.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
分析記事 • Dec 19Aichi Tokei Denki (TSE:7723) Will Pay A Dividend Of ¥35.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will pay a dividend of ¥35.00 per share on the 24th of...
お知らせ • Dec 19Aichi Tokei Denki Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 26Aichi Tokei Denki's (TSE:7723) Dividend Will Be ¥35.00Aichi Tokei Denki Co., Ltd.'s ( TSE:7723 ) investors are due to receive a payment of ¥35.00 per share on 24th of June...
Declared Dividend • Nov 26First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.5%, 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 (37% cash payout ratio). The dividend has increased by an average of 8.8% 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 decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.2% EPS decline seen over the last 5 years.
Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥36.42 (vs JP¥62.14 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.42 (down from JP¥62.14 in 2Q 2024). Revenue: JP¥13.8b (flat on 2Q 2024). Net income: JP¥560.0m (down 41% from 2Q 2024). Profit margin: 4.1% (down from 6.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Sep 27Aichi Tokei Denki Co., Ltd. to Report Q2, 2025 Results on Nov 01, 2024Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2025 results on Nov 01, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
分析記事 • Aug 22Aichi Tokei Denki (TSE:7723) Has Announced That It Will Be Increasing Its Dividend To ¥35.00The board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be paying its dividend of ¥35.00 on...
分析記事 • Aug 08Aichi Tokei Denki's (TSE:7723) Dividend Will Be Increased To ¥35.00The board of Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be paying its dividend of ¥35.00 on...
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,906, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥32.56 (vs JP¥44.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.56 (down from JP¥44.66 in 1Q 2024). Revenue: JP¥11.8b (up 7.4% from 1Q 2024). Net income: JP¥500.0m (down 27% from 1Q 2024). Profit margin: 4.2% (down from 6.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 2 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 increased by 6% per year whereas the company’s share price has increased by 7% per year.
New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (212% cash payout ratio). Share price has been volatile over the past 3 months (5.6% average weekly change).
分析記事 • Jul 25Aichi Tokei Denki's (TSE:7723) Shareholders Will Receive A Bigger Dividend Than Last YearAichi Tokei Denki Co., Ltd. ( TSE:7723 ) will increase its dividend from last year's comparable payment on the 27th of...
分析記事 • Jul 11Aichi Tokei Denki (TSE:7723) Will Pay A Larger Dividend Than Last Year At ¥35.00Aichi Tokei Denki Co., Ltd. ( TSE:7723 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (212% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥207 (down from JP¥225 in FY 2023). Revenue: JP¥51.2b (up 2.1% from FY 2023). Net income: JP¥3.17b (down 8.2% from FY 2023). Profit margin: 6.2% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 06Aichi Tokei Denki Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • May 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥207 (down from JP¥225 in FY 2023). Revenue: JP¥51.2b (up 2.1% from FY 2023). Net income: JP¥3.17b (down 8.2% from FY 2023). Profit margin: 6.2% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 21, 2024Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 21, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
お知らせ • Mar 02Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥59.07 (vs JP¥44.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥59.07 (up from JP¥44.21 in 3Q 2023). Revenue: JP¥12.5b (up 7.1% from 3Q 2023). Net income: JP¥907.0m (up 34% from 3Q 2023). Profit margin: 7.2% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 29Aichi Tokei Denki Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥62.14 (vs JP¥39.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.14 (up from JP¥39.91 in 2Q 2023). Revenue: JP¥13.7b (up 5.8% from 2Q 2023). Net income: JP¥954.0m (up 56% from 2Q 2023). Profit margin: 6.9% (up from 4.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥44.66 (vs JP¥30.26 in 1Q 2023)First quarter 2024 results: EPS: JP¥44.66 (up from JP¥30.26 in 1Q 2023). Revenue: JP¥11.0b (up 3.8% from 1Q 2023). Net income: JP¥683.0m (up 47% from 1Q 2023). Profit margin: 6.2% (up from 4.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 09Aichi Tokei Denki Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 13Full year 2023 earnings released: EPS: JP¥225 (vs JP¥181 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥181 in FY 2022). Revenue: JP¥50.2b (up 7.9% from FY 2022). Net income: JP¥3.46b (up 24% from FY 2022). Profit margin: 6.9% (up from 6.0% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 23, 2023Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Feb 01Aichi Tokei Denki Co., Ltd. (TSE:7723) announces an Equity Buyback for 70,000 shares, representing 0.46% for ¥120 million.Aichi Tokei Denki Co., Ltd. (TSE:7723) announces a share repurchase program. Under the program the company will repurchase 70,000 shares, representing 0.46% of the outstanding shares for ¥120 million. The purpose of the program is to secure treasury shares for transfer to in the restricted stock compensation program. The program will expire on March 31, 2023. As of December 31, 2022, the company had 15,360,184 shares outstanding and 59,816 shares in treasury.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥44.21 (vs JP¥48.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥44.21 (down from JP¥48.27 in 3Q 2022). Revenue: JP¥11.7b (up 8.7% from 3Q 2022). Net income: JP¥679.0m (down 8.6% from 3Q 2022). Profit margin: 5.8% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 24Aichi Tokei Denki Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Chie Okada was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: JP¥39.91 (vs JP¥34.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.91 (up from JP¥34.89 in 2Q 2022). Revenue: JP¥13.0b (up 12% from 2Q 2022). Net income: JP¥613.0m (up 14% from 2Q 2022). Profit margin: 4.7% (up from 4.6% 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 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Aug 31Aichi Tokei Denki Co., Ltd. to Report Q2, 2023 Results on Nov 01, 2022Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2023 results on Nov 01, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥30.26 (vs JP¥37.85 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.26 (down from JP¥37.85 in 1Q 2022). Revenue: JP¥10.6b (down 3.3% from 1Q 2022). Net income: JP¥464.0m (down 20% from 1Q 2022). Profit margin: 4.4% (down from 5.3% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jun 02Aichi Tokei Denki Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 12Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 24, 2022Aichi Tokei Denki Co., Ltd., Annual General Meeting, Jun 24, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥181 (vs JP¥195 in FY 2021)Full year 2022 results: EPS: JP¥181 (down from JP¥195 in FY 2021). Revenue: JP¥46.5b (flat on FY 2021). Net income: JP¥2.79b (down 6.6% from FY 2021). Profit margin: 6.0% (down from 6.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. 2 independent directors (8 non-independent directors). Independent External Director Seiichi Hattori was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,505, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 25% over the past three years.
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: JP¥10.8b (up 7.4% from 3Q 2021). Net income: JP¥743.0m (up 21% from 3Q 2021). Profit margin: 6.9% (up from 6.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥5,290, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 49% over the past three years.
お知らせ • Dec 24Aichi Tokei Denki Co., Ltd. (TSE:7723) announces an Equity Buyback for 20,000 shares, representing 0.39% for ¥120 million.Aichi Tokei Denki Co., Ltd. (TSE:7723) announces a share repurchase program. Under the program the company will repurchase 20,000 shares, representing 0.39% of the outstanding shares for ¥120 million. The purpose of the program is to secure treasury shares for transfer to in the restricted stock compensation program. The program will expire on March 31, 2022. As of November 30, 2021, the company had 5,130,412 shares outstanding and 9,588 shares in treasury.
Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥119 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥11.6b (up 2.3% from 2Q 2021). Net income: JP¥537.0m (down 11% from 2Q 2021). Profit margin: 4.6% (down from 5.4% 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 2% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 26 November 2021. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥114 (vs JP¥70.28 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.0b (up 7.9% from 1Q 2021). Net income: JP¥582.0m (up 62% from 1Q 2021). Profit margin: 5.3% (up from 3.5% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥584 (vs JP¥459 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥46.2b (down 3.9% from FY 2020). Net income: JP¥2.99b (up 27% from FY 2020). Profit margin: 6.5% (up from 4.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥584 (vs JP¥459 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥46.2b (down 3.9% from FY 2020). Net income: JP¥2.99b (up 27% from FY 2020). Profit margin: 6.5% (up from 4.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
お知らせ • Mar 20Aichi Tokei Denki Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Aichi Tokei Denki Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Over the next year, revenue is expected to shrink by 5.9% compared to a 7.1% growth forecast for the Electronic industry in Japan.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥120 (vs JP¥60.18 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥10.0b (up 2.1% from 3Q 2020). Net income: JP¥615.0m (up 99% from 3Q 2020). Profit margin: 6.1% (up from 3.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 20New 90-day low: JP¥4,300The company is down 2.0% from its price of JP¥4,405 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 22% over the same period.
お知らせ • Dec 19Aichi Tokei Denki Co., Ltd. to Report Q3, 2021 Results on Feb 02, 2021Aichi Tokei Denki Co., Ltd. announced that they will report Q3, 2021 results on Feb 02, 2021
お知らせ • Oct 10Aichi Tokei Denki Co., Ltd. to Report Q2, 2021 Results on Nov 02, 2020Aichi Tokei Denki Co., Ltd. announced that they will report Q2, 2021 results on Nov 02, 2020
お知らせ • Jul 05Aichi Tokei Denki Co., Ltd. to Report Q1, 2021 Results on Aug 03, 2020Aichi Tokei Denki Co., Ltd. announced that they will report Q1, 2021 results on Aug 03, 2020