View Future GrowthRiken Keiki 過去の業績過去 基準チェック /56Riken Keikiは、平均年間8.9%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間9.4% 9.3%収益成長率で 成長しています。 Riken Keikiの自己資本利益率は11.7%であり、純利益率は18%です。主要情報8.85%収益成長率9.04%EPS成長率Electronic 業界の成長13.80%収益成長率9.26%株主資本利益率11.66%ネット・マージン18.03%次回の業績アップデート10 Aug 2026最近の業績更新お知らせ • Jun 03Riken Keiki Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Riken Keiki Co., Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 10, 2026Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥217 (up from JP¥172 in FY 2025). Revenue: JP¥55.2b (up 13% from FY 2025). Net income: JP¥9.96b (up 24% from FY 2025). Profit margin: 18% (up from 16% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.0% 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 2% 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 10Riken Keiki Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Riken Keiki Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥53.39 (vs JP¥54.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥53.39 (down from JP¥54.92 in 3Q 2025). Revenue: JP¥13.9b (up 16% from 3Q 2025). Net income: JP¥2.45b (down 4.3% from 3Q 2025). Profit margin: 18% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Dec 02Riken Keiki Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Riken Keiki Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥43.72 (vs JP¥28.85 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.72 (up from JP¥28.85 in 2Q 2025). Revenue: JP¥13.4b (up 5.9% from 2Q 2025). Net income: JP¥2.01b (up 50% from 2Q 2025). Profit margin: 15% (up from 11% in 2Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥3,520. The fair value is estimated to be JP¥2,923, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.お知らせ • Jun 03Riken Keiki Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Riken Keiki Co., Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 10, 2026Buy Or Sell Opportunity • May 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,685. The fair value is estimated to be JP¥4,723, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥217 (up from JP¥172 in FY 2025). Revenue: JP¥55.2b (up 13% from FY 2025). Net income: JP¥9.96b (up 24% from FY 2025). Profit margin: 18% (up from 16% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.0% 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 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 14New 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 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • May 13Riken Keiki Co., Ltd., Annual General Meeting, Jun 25, 2026Riken Keiki Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 10Riken Keiki Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Riken Keiki Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).お知らせ • Feb 16Riken Keiki Co., Ltd. (TSE:7734) announces an Equity Buyback for 170,000 shares, representing 0.37% for ¥562.7 million.Riken Keiki Co., Ltd. (TSE:7734) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 0.37%, for ¥562.7 million. The shares will be repurchased at a price of ¥3,310 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies according to the business environment. As of January 31, 2026, the company had 45,625,784 shares in issue (excluding treasury shares) and 1,696,216 shares in treasury.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥53.39 (vs JP¥54.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥53.39 (down from JP¥54.92 in 3Q 2025). Revenue: JP¥13.9b (up 16% from 3Q 2025). Net income: JP¥2.45b (down 4.3% from 3Q 2025). Profit margin: 18% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Price Target Changed • Jan 16Price target increased by 21% to JP¥4,400Up from JP¥3,650, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥3,350. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥172 last year.分析記事 • Jan 15Investors Met With Slowing Returns on Capital At Riken Keiki (TSE:7734)What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...お知らせ • Dec 17Riken Keiki Co., Ltd. (TSE:7734) announces an Equity Buyback for 320,000 shares, representing 0.7% for ¥985.6 million.Riken Keiki Co., Ltd. (TSE:7734) announces a share repurchase program. Under the program, the company will repurchase up to 320,000 shares, representing 0.7%, for ¥985.6 million. The shares will be repurchased at a price of ¥3,080 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies according to the business environment. The program will expire on December 18, 2025. As of November 30, 2025, the company had 45,945,817 shares in issue (excluding treasury shares) and 1,376,183 shares in treasury.Declared Dividend • Dec 09First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 02Riken Keiki Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Riken Keiki Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥43.72 (vs JP¥28.85 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.72 (up from JP¥28.85 in 2Q 2025). Revenue: JP¥13.4b (up 5.9% from 2Q 2025). Net income: JP¥2.01b (up 50% from 2Q 2025). Profit margin: 15% (up from 11% in 2Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,570, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,621 per share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).分析記事 • Sep 04Riken Keiki's (TSE:7734) Returns Have Hit A WallIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...お知らせ • Sep 02Riken Keiki Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Riken Keiki Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥46.54 (vs JP¥48.08 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.54 (down from JP¥48.08 in 1Q 2025). Revenue: JP¥13.6b (up 21% from 1Q 2025). Net income: JP¥2.14b (down 4.5% from 1Q 2025). Profit margin: 16% (down from 20% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 19Now 21% undervaluedOver the last 90 days, the stock has risen 5.4% to JP¥3,020. The fair value is estimated to be JP¥3,823, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.分析記事 • Jun 17Shareholders Should Be Pleased With Riken Keiki Co., Ltd.'s (TSE:7734) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Riken...お知らせ • Jun 03Riken Keiki Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Riken Keiki Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • May 30Riken Keiki (TSE:7734) Has More To Do To Multiply In Value Going ForwardIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • May 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥172 (down from JP¥180 in FY 2024). Revenue: JP¥49.0b (up 7.6% from FY 2024). Net income: JP¥8.01b (down 4.4% from FY 2024). Profit margin: 16% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 14Is There An Opportunity With Riken Keiki Co., Ltd.'s (TSE:7734) 27% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Riken Keiki fair value estimate is JP¥3,886 Riken Keiki is...お知らせ • May 13Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2025Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,186, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,907 per share.Buy Or Sell Opportunity • Mar 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to JP¥2,731. The fair value is estimated to be JP¥3,449, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).お知らせ • Mar 13Riken Keiki Co., Ltd. (TSE:7734) announces an Equity Buyback for 700,000 shares, representing 1.5% for ¥1,857.8 million.Riken Keiki Co., Ltd. (TSE:7734) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 1.5%, for ¥1,857.8 million. The shares will be repurchased at a price of ¥2,654 per share. The purpose of the program is to enhance capital efficiency and implement agile capital policies in response to the management environment. The program will expire on March 13, 2025. As of December 31, 2024, the company had 46,579,942 shares in issue (excluding treasury shares) and 742,058 shares in treasury.Price Target Changed • Mar 12Price target decreased by 15% to JP¥3,450Down from JP¥4,050, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥2,654. Stock is down 29% over the past year. The company is forecast to post earnings per share of JP¥180 for next year compared to JP¥180 last year.お知らせ • Mar 01Riken Keiki Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Riken Keiki Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥43.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.92 (up from JP¥43.35 in 3Q 2024). Revenue: JP¥12.0b (up 3.1% from 3Q 2024). Net income: JP¥2.56b (up 27% from 3Q 2024). Profit margin: 21% (up from 17% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.分析記事 • Feb 12Does Riken Keiki (TSE:7734) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Feb 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to JP¥2,891. The fair value is estimated to be JP¥3,700, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.分析記事 • Jan 27A Look At The Fair Value Of Riken Keiki Co., Ltd. (TSE:7734)Key Insights The projected fair value for Riken Keiki is JP¥3,695 based on 2 Stage Free Cash Flow to Equity With...分析記事 • Jan 08Riken Keiki Co., Ltd.'s (TSE:7734) Earnings Haven't Escaped The Attention Of InvestorsRiken Keiki Co., Ltd.'s ( TSE:7734 ) price-to-earnings (or "P/E") ratio of 21.9x might make it look like a strong sell...New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).Declared Dividend • Dec 07First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (288% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 03Riken Keiki Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Riken Keiki Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥28.85 (vs JP¥43.26 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.85 (down from JP¥43.26 in 2Q 2024). Revenue: JP¥12.7b (up 14% from 2Q 2024). Net income: JP¥1.34b (down 33% from 2Q 2024). Profit margin: 11% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Oct 21Investors Will Want Riken Keiki's (TSE:7734) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).分析記事 • Sep 20Riken Keiki Co., Ltd. (TSE:7734) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 23.9x Riken Keiki Co., Ltd. ( TSE:7734 ) may be sending very bearish...分析記事 • Sep 04Estimating The Fair Value Of Riken Keiki Co., Ltd. (TSE:7734)Key Insights Using the 2 Stage Free Cash Flow to Equity, Riken Keiki fair value estimate is JP¥3,799 With JP¥3,820...お知らせ • Aug 27Riken Keiki Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Riken Keiki Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥48.07 (vs JP¥54.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.07 (down from JP¥54.40 in 1Q 2024). Revenue: JP¥11.2b (down 2.1% from 1Q 2024). Net income: JP¥2.24b (down 12% from 1Q 2024). Profit margin: 20% (down from 22% in 1Q 2024). Revenue is forecast to grow 8.2% 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 15% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 31New 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jul 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥4,440. The fair value is estimated to be JP¥3,609, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.分析記事 • Jul 23Is Riken Keiki (TSE:7734) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.5%, which is about the same as the industry average.分析記事 • Jul 04Riken Keiki (TSE:7734) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Jul 01Now 15% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥4,105. The fair value is estimated to be JP¥3,561, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Buy Or Sell Opportunity • Jun 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥4,175. The fair value is estimated to be JP¥3,433, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Jun 06Riken Keiki Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Riken Keiki Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥360. Revenue: JP¥45.6b (up 1.3% from FY 2023). Net income: JP¥8.38b (down 3.4% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 87%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan.お知らせ • May 12Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024.分析記事 • May 02Riken Keiki Co., Ltd.'s (TSE:7734) Price In Tune With EarningsRiken Keiki Co., Ltd.'s ( TSE:7734 ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a strong sell...分析記事 • Apr 17Estimating The Fair Value Of Riken Keiki Co., Ltd. (TSE:7734)Key Insights Riken Keiki's estimated fair value is JP¥3,596 based on 2 Stage Free Cash Flow to Equity Current share...New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 0% Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).分析記事 • Mar 03Riken Keiki (TSE:7734) Is Paying Out A Dividend Of ¥40.00The board of Riken Keiki Co., Ltd. ( TSE:7734 ) has announced that it will pay a dividend of ¥40.00 per share on the...お知らせ • Mar 02Riken Keiki Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Riken Keiki Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Price Target Changed • Feb 27Price target increased by 12% to JP¥8,100Up from JP¥7,250, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥7,880. Stock is up 57% over the past year. The company is forecast to post earnings per share of JP¥390 for next year compared to JP¥372 last year.お知らせ • Feb 16Riken Keiki Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Riken Keiki Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the full year ending March 31, 2024, the company expects to pay year-end cash dividend of JPY 40,00 per share compared to JPY 40.00 per share paid a year ago.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥86.71 (vs JP¥111 in 3Q 2023)Third quarter 2024 results: EPS: JP¥86.71 (down from JP¥111 in 3Q 2023). Revenue: JP¥11.7b (down 5.8% from 3Q 2023). Net income: JP¥2.02b (down 22% from 3Q 2023). Profit margin: 17% (down from 21% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 27Riken Keiki Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Riken Keiki Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024お知らせ • Nov 10+ 1 more updateRiken Keiki Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Riken Keiki Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 46,400 million, operating profit of JPY 11,600 million, net profit attributable to owners of parent of JPY 8,700 million and earnings per share of JPY 373.61.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥86.53 (vs JP¥84.40 in 2Q 2023)Second quarter 2024 results: EPS: JP¥86.53 (up from JP¥84.40 in 2Q 2023). Revenue: JP¥11.2b (down 3.9% from 2Q 2023). Net income: JP¥2.02b (up 2.5% from 2Q 2023). Profit margin: 18% (up from 17% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% 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 27% per year whereas the company’s share price has increased by 26% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).お知らせ • Aug 30Riken Keiki Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Riken Keiki Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023お知らせ • Aug 18+ 1 more updateRiken Keiki Co., Ltd. Provides Dividend Guidance for the Second Quarter September 30, 2023 and Year Ending March 31, 2024Riken Keiki Co., Ltd. provided dividend guidance for the second quarter September 30, 2023 and year ending March 31, 2024. For the second quarter, the company expects to pay dividend of ¥40.00 per share against ¥40.00 per share a year ago.For the year, the company expects to pay dividend of ¥40.00 per share against ¥40.00 per share a year ago.Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥109 (vs JP¥111 in 1Q 2023)First quarter 2024 results: EPS: JP¥109 (down from JP¥111 in 1Q 2023). Revenue: JP¥11.5b (up 6.8% from 1Q 2023). Net income: JP¥2.53b (down 1.9% from 1Q 2023). Profit margin: 22% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% 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 28% per year whereas the company’s share price has increased by 25% per year.お知らせ • May 28Riken Keiki Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Riken Keiki Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023お知らせ • May 24+ 2 more updatesRiken Keiki Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and Full Year Ending March 31, 2024Riken Keiki Co., Ltd. provided consolidated earnings guidance for the six months ending September 30, 2023 and full year ending March 31, 2024. For the six months, the company expects net sales of ¥22,200 million, operating profit of ¥5,350 million, net profit attributable to owners of parent of ¥3,600 million and Earnings per basic share of ¥154.62.For the year, the company expects net sales of ¥46,400 million, operating profit of ¥11,600 million, net profit attributable to owners of parent of ¥8,700 million and Earnings per basic share of ¥373.66.Reported Earnings • May 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥372 (up from JP¥256 in FY 2022). Revenue: JP¥45.0b (up 21% from FY 2022). Net income: JP¥8.67b (up 45% from FY 2022). Profit margin: 19% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 30% per year.お知らせ • May 13Riken Keiki Co., Ltd., Annual General Meeting, Jun 28, 2023Riken Keiki Co., Ltd., Annual General Meeting, Jun 28, 2023.Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be JP¥6,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 24% in the next 2 years.Buying Opportunity • Apr 06Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥6,153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 24% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).お知らせ • Feb 17+ 3 more updatesRiken Keiki Co., Ltd. Announces Board ChangesRiken Keiki Co., Ltd. announced that at a meeting held on February 10, 2022, the Board of Directors resolved on the change of Representative Director (change of President) as follows, effective April 1, 2023. Junichi Koyano, President of the Company, expressed his desire to resign as President as of March 31, 2023 due to personal reasons, and his resignation has been accepted. Accordingly, at the Board of Directors meeting held February 10, 2023, it was resolved that Tetsuya Matsumoto, currently Executive Managing Director, would assume the post of President as of April 1, 2023. President Junichi Koyano is scheduled to step down as Director upon the expiration of his term ofoffice at the conclusion of the 117th Annual General Meeting of Shareholders to be held at the end of June this year. April 1987 Tetsuya Matsumoto Joined the Company. July 2006: Executive Officer, General Manager of Accounting Department, and General Manager of Management Audit Office. March 2007: Executive Officer, General Manager of Accounting Department, Corporate Administration Division, and General Manager of President's Office. June 2009: Director, General Manager of Administration Department, Corporate Administration Division, and General Manager of Corporate Strategy Office. April 2014: Director, Executive General Manager of Corporate Administration Division, General Manager of Administration Department, and General Manager of Corporate Strategy Office. June 2017: Executive Managing Director, Executive General Manager of Corporate Administration Division, General Manager ofAdministration Department, and General Manager of Corporate Strategy Office. October 2018: Executive Managing Director President of RIKEN KEIKI NARA MFG. Co., Ltd. (current position). April 2021: Executive Managing Director, Executive General Manager of Production Division, and General Manager of Production Management Department. April 2022: Executive Managing Director, and Executive General Manager of Production Division (current position).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥111 (vs JP¥71.32 in 3Q 2022)Third quarter 2023 results: EPS: JP¥111 (up from JP¥71.32 in 3Q 2022). Revenue: JP¥12.4b (up 28% from 3Q 2022). Net income: JP¥2.57b (up 55% from 3Q 2022). Profit margin: 21% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.Buying Opportunity • Jan 27Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 27% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥4,170, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 91% over the past three years.お知らせ • Dec 02+ 1 more updateRiken Keiki Co., Ltd. Revises Consolidated and Non-Consolidated Earnings Guidance for the Year Ending March 31, 2023Riken Keiki Co., Ltd. revised consolidated and non-consolidated earnings guidance for the year ending March 31, 2023. For the period, on consolidated basis, the company expects net sales of ¥42,800 million compared to previous guidance of ¥38,900 million, operating profit of ¥11,450 million compared to previous guidance of ¥8,550 million, net profit attributable to owners of parent of ¥8,400 million compared to previous guidance of ¥6,350 million and earnings per share of ¥360.80 compared to previous guidance of ¥272.81.For the period, on non-consolidated basis, the company expects net sales of ¥37,300 million compared to previous guidance of ¥33,500 million, operating profit of ¥8,000 million compared to previous guidance of ¥6,900 million, net profit of ¥7,550 million compared to previous guidance of ¥6,150 million and earnings per share of ¥324.32 compared to previous guidance of ¥264.22.お知らせ • Nov 27Riken Keiki Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Riken Keiki Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥84.40 (vs JP¥73.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥84.40 (up from JP¥73.09 in 2Q 2022). Revenue: JP¥11.6b (up 26% from 2Q 2022). Net income: JP¥1.97b (up 16% from 2Q 2022). Profit margin: 17% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. President & Representative Director Junichi Koyano was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.収支内訳Riken Keiki 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:7734 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 2655,2129,95711,2942,73331 Dec 2553,9938,46111,3912,54430 Sep 2552,1018,57111,2632,54430 Jun 2551,3497,90610,8942,54431 Mar 2549,0388,00710,7202,54431 Dec 2447,2037,95210,3662,28930 Sep 2446,8407,4139,8722,28830 Jun 2445,3348,0849,4542,28931 Mar 2445,5818,3788,9912,28831 Dec 2344,5618,1189,1092,40830 Sep 2345,2758,6728,9122,40830 Jun 2345,7318,6228,8362,40831 Mar 2345,0048,6708,5992,40831 Dec 2244,2228,2558,5092,13530 Sep 2241,4897,3428,0772,13530 Jun 2239,0887,0787,5362,13531 Mar 2237,3635,9637,3122,13531 Dec 2136,7376,4546,9141,90830 Sep 2135,1305,8566,7691,90830 Jun 2133,5585,1616,6361,90831 Mar 2132,2094,6916,3661,90831 Dec 2031,7074,1066,9371,75430 Sep 2031,4283,9736,8831,75430 Jun 2031,9714,1576,8111,75431 Mar 2032,1894,3426,8941,75431 Dec 1931,1003,7446,8051,88330 Sep 1931,1353,7896,7911,88330 Jun 1931,0374,1866,7651,88331 Mar 1930,6504,0996,7001,88331 Dec 1830,9454,4746,6581,80830 Sep 1830,0204,3016,5591,80830 Jun 1829,1213,6926,4071,80831 Mar 1828,0893,1746,2571,80831 Dec 1727,2614,4696,1741,43830 Sep 1726,0704,5115,6721,43830 Jun 1724,5924,2515,2871,43831 Mar 1723,3574,1274,8611,43831 Dec 1623,1262,3584,9781,43530 Sep 1623,3912,3594,9521,43530 Jun 1623,3552,4334,9021,43531 Mar 1623,4172,5744,9371,43531 Dec 1522,9062,7445,2581,46930 Sep 1522,2072,7415,2561,469質の高い収益: 7734は 高品質の収益 を持っています。利益率の向上: 7734の現在の純利益率 (18%)は、昨年(16.3%)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: 7734の収益は過去 5 年間で年間8.9%増加しました。成長の加速: 7734の過去 1 年間の収益成長率 ( 24.4% ) は、5 年間の平均 ( 年間8.9%を上回っています。収益対業界: 7734の過去 1 年間の収益成長率 ( 24.4% ) はElectronic業界15.2%を上回りました。株主資本利益率高いROE: 7734の 自己資本利益率 ( 11.7% ) 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2026/07/16 17:25終値2026/07/16 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Riken Keiki Co., Ltd. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.Yuta KenmeiMarusan Securities Co. Ltd.Mikihiko YamatoNomura Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Jun 03Riken Keiki Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Riken Keiki Co., Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 10, 2026
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥217 (up from JP¥172 in FY 2025). Revenue: JP¥55.2b (up 13% from FY 2025). Net income: JP¥9.96b (up 24% from FY 2025). Profit margin: 18% (up from 16% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.0% 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 2% 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 10Riken Keiki Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Riken Keiki Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥53.39 (vs JP¥54.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥53.39 (down from JP¥54.92 in 3Q 2025). Revenue: JP¥13.9b (up 16% from 3Q 2025). Net income: JP¥2.45b (down 4.3% from 3Q 2025). Profit margin: 18% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Dec 02Riken Keiki Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Riken Keiki Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥43.72 (vs JP¥28.85 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.72 (up from JP¥28.85 in 2Q 2025). Revenue: JP¥13.4b (up 5.9% from 2Q 2025). Net income: JP¥2.01b (up 50% from 2Q 2025). Profit margin: 15% (up from 11% in 2Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jun 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥3,520. The fair value is estimated to be JP¥2,923, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
お知らせ • Jun 03Riken Keiki Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Riken Keiki Co., Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 10, 2026
Buy Or Sell Opportunity • May 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,685. The fair value is estimated to be JP¥4,723, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥217 (up from JP¥172 in FY 2025). Revenue: JP¥55.2b (up 13% from FY 2025). Net income: JP¥9.96b (up 24% from FY 2025). Profit margin: 18% (up from 16% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.0% 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 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 14New 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 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • May 13Riken Keiki Co., Ltd., Annual General Meeting, Jun 25, 2026Riken Keiki Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10Riken Keiki Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Riken Keiki Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
お知らせ • Feb 16Riken Keiki Co., Ltd. (TSE:7734) announces an Equity Buyback for 170,000 shares, representing 0.37% for ¥562.7 million.Riken Keiki Co., Ltd. (TSE:7734) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 0.37%, for ¥562.7 million. The shares will be repurchased at a price of ¥3,310 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies according to the business environment. As of January 31, 2026, the company had 45,625,784 shares in issue (excluding treasury shares) and 1,696,216 shares in treasury.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥53.39 (vs JP¥54.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥53.39 (down from JP¥54.92 in 3Q 2025). Revenue: JP¥13.9b (up 16% from 3Q 2025). Net income: JP¥2.45b (down 4.3% from 3Q 2025). Profit margin: 18% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Price Target Changed • Jan 16Price target increased by 21% to JP¥4,400Up from JP¥3,650, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥3,350. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥172 last year.
分析記事 • Jan 15Investors Met With Slowing Returns on Capital At Riken Keiki (TSE:7734)What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
お知らせ • Dec 17Riken Keiki Co., Ltd. (TSE:7734) announces an Equity Buyback for 320,000 shares, representing 0.7% for ¥985.6 million.Riken Keiki Co., Ltd. (TSE:7734) announces a share repurchase program. Under the program, the company will repurchase up to 320,000 shares, representing 0.7%, for ¥985.6 million. The shares will be repurchased at a price of ¥3,080 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies according to the business environment. The program will expire on December 18, 2025. As of November 30, 2025, the company had 45,945,817 shares in issue (excluding treasury shares) and 1,376,183 shares in treasury.
Declared Dividend • Dec 09First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 02Riken Keiki Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Riken Keiki Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥43.72 (vs JP¥28.85 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.72 (up from JP¥28.85 in 2Q 2025). Revenue: JP¥13.4b (up 5.9% from 2Q 2025). Net income: JP¥2.01b (up 50% from 2Q 2025). Profit margin: 15% (up from 11% in 2Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,570, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,621 per share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
分析記事 • Sep 04Riken Keiki's (TSE:7734) Returns Have Hit A WallIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
お知らせ • Sep 02Riken Keiki Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Riken Keiki Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥46.54 (vs JP¥48.08 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.54 (down from JP¥48.08 in 1Q 2025). Revenue: JP¥13.6b (up 21% from 1Q 2025). Net income: JP¥2.14b (down 4.5% from 1Q 2025). Profit margin: 16% (down from 20% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 19Now 21% undervaluedOver the last 90 days, the stock has risen 5.4% to JP¥3,020. The fair value is estimated to be JP¥3,823, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
分析記事 • Jun 17Shareholders Should Be Pleased With Riken Keiki Co., Ltd.'s (TSE:7734) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Riken...
お知らせ • Jun 03Riken Keiki Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Riken Keiki Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • May 30Riken Keiki (TSE:7734) Has More To Do To Multiply In Value Going ForwardIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • May 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥172 (down from JP¥180 in FY 2024). Revenue: JP¥49.0b (up 7.6% from FY 2024). Net income: JP¥8.01b (down 4.4% from FY 2024). Profit margin: 16% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 14Is There An Opportunity With Riken Keiki Co., Ltd.'s (TSE:7734) 27% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Riken Keiki fair value estimate is JP¥3,886 Riken Keiki is...
お知らせ • May 13Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2025Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,186, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,907 per share.
Buy Or Sell Opportunity • Mar 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to JP¥2,731. The fair value is estimated to be JP¥3,449, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
お知らせ • Mar 13Riken Keiki Co., Ltd. (TSE:7734) announces an Equity Buyback for 700,000 shares, representing 1.5% for ¥1,857.8 million.Riken Keiki Co., Ltd. (TSE:7734) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 1.5%, for ¥1,857.8 million. The shares will be repurchased at a price of ¥2,654 per share. The purpose of the program is to enhance capital efficiency and implement agile capital policies in response to the management environment. The program will expire on March 13, 2025. As of December 31, 2024, the company had 46,579,942 shares in issue (excluding treasury shares) and 742,058 shares in treasury.
Price Target Changed • Mar 12Price target decreased by 15% to JP¥3,450Down from JP¥4,050, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥2,654. Stock is down 29% over the past year. The company is forecast to post earnings per share of JP¥180 for next year compared to JP¥180 last year.
お知らせ • Mar 01Riken Keiki Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Riken Keiki Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥43.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.92 (up from JP¥43.35 in 3Q 2024). Revenue: JP¥12.0b (up 3.1% from 3Q 2024). Net income: JP¥2.56b (up 27% from 3Q 2024). Profit margin: 21% (up from 17% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Feb 12Does Riken Keiki (TSE:7734) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Feb 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to JP¥2,891. The fair value is estimated to be JP¥3,700, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.
分析記事 • Jan 27A Look At The Fair Value Of Riken Keiki Co., Ltd. (TSE:7734)Key Insights The projected fair value for Riken Keiki is JP¥3,695 based on 2 Stage Free Cash Flow to Equity With...
分析記事 • Jan 08Riken Keiki Co., Ltd.'s (TSE:7734) Earnings Haven't Escaped The Attention Of InvestorsRiken Keiki Co., Ltd.'s ( TSE:7734 ) price-to-earnings (or "P/E") ratio of 21.9x might make it look like a strong sell...
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).
Declared Dividend • Dec 07First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (288% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 03Riken Keiki Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Riken Keiki Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥28.85 (vs JP¥43.26 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.85 (down from JP¥43.26 in 2Q 2024). Revenue: JP¥12.7b (up 14% from 2Q 2024). Net income: JP¥1.34b (down 33% from 2Q 2024). Profit margin: 11% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Oct 21Investors Will Want Riken Keiki's (TSE:7734) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
分析記事 • Sep 20Riken Keiki Co., Ltd. (TSE:7734) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 23.9x Riken Keiki Co., Ltd. ( TSE:7734 ) may be sending very bearish...
分析記事 • Sep 04Estimating The Fair Value Of Riken Keiki Co., Ltd. (TSE:7734)Key Insights Using the 2 Stage Free Cash Flow to Equity, Riken Keiki fair value estimate is JP¥3,799 With JP¥3,820...
お知らせ • Aug 27Riken Keiki Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Riken Keiki Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥48.07 (vs JP¥54.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.07 (down from JP¥54.40 in 1Q 2024). Revenue: JP¥11.2b (down 2.1% from 1Q 2024). Net income: JP¥2.24b (down 12% from 1Q 2024). Profit margin: 20% (down from 22% in 1Q 2024). Revenue is forecast to grow 8.2% 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 15% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 31New 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jul 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥4,440. The fair value is estimated to be JP¥3,609, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
分析記事 • Jul 23Is Riken Keiki (TSE:7734) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.5%, which is about the same as the industry average.
分析記事 • Jul 04Riken Keiki (TSE:7734) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Jul 01Now 15% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥4,105. The fair value is estimated to be JP¥3,561, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Buy Or Sell Opportunity • Jun 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥4,175. The fair value is estimated to be JP¥3,433, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Jun 06Riken Keiki Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Riken Keiki Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥360. Revenue: JP¥45.6b (up 1.3% from FY 2023). Net income: JP¥8.38b (down 3.4% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 87%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan.
お知らせ • May 12Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024Riken Keiki Co., Ltd., Annual General Meeting, Jun 26, 2024.
分析記事 • May 02Riken Keiki Co., Ltd.'s (TSE:7734) Price In Tune With EarningsRiken Keiki Co., Ltd.'s ( TSE:7734 ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a strong sell...
分析記事 • Apr 17Estimating The Fair Value Of Riken Keiki Co., Ltd. (TSE:7734)Key Insights Riken Keiki's estimated fair value is JP¥3,596 based on 2 Stage Free Cash Flow to Equity Current share...
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 0% Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
分析記事 • Mar 03Riken Keiki (TSE:7734) Is Paying Out A Dividend Of ¥40.00The board of Riken Keiki Co., Ltd. ( TSE:7734 ) has announced that it will pay a dividend of ¥40.00 per share on the...
お知らせ • Mar 02Riken Keiki Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Riken Keiki Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Price Target Changed • Feb 27Price target increased by 12% to JP¥8,100Up from JP¥7,250, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥7,880. Stock is up 57% over the past year. The company is forecast to post earnings per share of JP¥390 for next year compared to JP¥372 last year.
お知らせ • Feb 16Riken Keiki Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Riken Keiki Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the full year ending March 31, 2024, the company expects to pay year-end cash dividend of JPY 40,00 per share compared to JPY 40.00 per share paid a year ago.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥86.71 (vs JP¥111 in 3Q 2023)Third quarter 2024 results: EPS: JP¥86.71 (down from JP¥111 in 3Q 2023). Revenue: JP¥11.7b (down 5.8% from 3Q 2023). Net income: JP¥2.02b (down 22% from 3Q 2023). Profit margin: 17% (down from 21% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 27Riken Keiki Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Riken Keiki Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
お知らせ • Nov 10+ 1 more updateRiken Keiki Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Riken Keiki Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 46,400 million, operating profit of JPY 11,600 million, net profit attributable to owners of parent of JPY 8,700 million and earnings per share of JPY 373.61.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥86.53 (vs JP¥84.40 in 2Q 2023)Second quarter 2024 results: EPS: JP¥86.53 (up from JP¥84.40 in 2Q 2023). Revenue: JP¥11.2b (down 3.9% from 2Q 2023). Net income: JP¥2.02b (up 2.5% from 2Q 2023). Profit margin: 18% (up from 17% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% 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 27% per year whereas the company’s share price has increased by 26% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).
お知らせ • Aug 30Riken Keiki Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Riken Keiki Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
お知らせ • Aug 18+ 1 more updateRiken Keiki Co., Ltd. Provides Dividend Guidance for the Second Quarter September 30, 2023 and Year Ending March 31, 2024Riken Keiki Co., Ltd. provided dividend guidance for the second quarter September 30, 2023 and year ending March 31, 2024. For the second quarter, the company expects to pay dividend of ¥40.00 per share against ¥40.00 per share a year ago.For the year, the company expects to pay dividend of ¥40.00 per share against ¥40.00 per share a year ago.
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥109 (vs JP¥111 in 1Q 2023)First quarter 2024 results: EPS: JP¥109 (down from JP¥111 in 1Q 2023). Revenue: JP¥11.5b (up 6.8% from 1Q 2023). Net income: JP¥2.53b (down 1.9% from 1Q 2023). Profit margin: 22% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% 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 28% per year whereas the company’s share price has increased by 25% per year.
お知らせ • May 28Riken Keiki Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Riken Keiki Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
お知らせ • May 24+ 2 more updatesRiken Keiki Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and Full Year Ending March 31, 2024Riken Keiki Co., Ltd. provided consolidated earnings guidance for the six months ending September 30, 2023 and full year ending March 31, 2024. For the six months, the company expects net sales of ¥22,200 million, operating profit of ¥5,350 million, net profit attributable to owners of parent of ¥3,600 million and Earnings per basic share of ¥154.62.For the year, the company expects net sales of ¥46,400 million, operating profit of ¥11,600 million, net profit attributable to owners of parent of ¥8,700 million and Earnings per basic share of ¥373.66.
Reported Earnings • May 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥372 (up from JP¥256 in FY 2022). Revenue: JP¥45.0b (up 21% from FY 2022). Net income: JP¥8.67b (up 45% from FY 2022). Profit margin: 19% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 30% per year.
お知らせ • May 13Riken Keiki Co., Ltd., Annual General Meeting, Jun 28, 2023Riken Keiki Co., Ltd., Annual General Meeting, Jun 28, 2023.
Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be JP¥6,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 24% in the next 2 years.
Buying Opportunity • Apr 06Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be JP¥6,153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 24% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
お知らせ • Feb 17+ 3 more updatesRiken Keiki Co., Ltd. Announces Board ChangesRiken Keiki Co., Ltd. announced that at a meeting held on February 10, 2022, the Board of Directors resolved on the change of Representative Director (change of President) as follows, effective April 1, 2023. Junichi Koyano, President of the Company, expressed his desire to resign as President as of March 31, 2023 due to personal reasons, and his resignation has been accepted. Accordingly, at the Board of Directors meeting held February 10, 2023, it was resolved that Tetsuya Matsumoto, currently Executive Managing Director, would assume the post of President as of April 1, 2023. President Junichi Koyano is scheduled to step down as Director upon the expiration of his term ofoffice at the conclusion of the 117th Annual General Meeting of Shareholders to be held at the end of June this year. April 1987 Tetsuya Matsumoto Joined the Company. July 2006: Executive Officer, General Manager of Accounting Department, and General Manager of Management Audit Office. March 2007: Executive Officer, General Manager of Accounting Department, Corporate Administration Division, and General Manager of President's Office. June 2009: Director, General Manager of Administration Department, Corporate Administration Division, and General Manager of Corporate Strategy Office. April 2014: Director, Executive General Manager of Corporate Administration Division, General Manager of Administration Department, and General Manager of Corporate Strategy Office. June 2017: Executive Managing Director, Executive General Manager of Corporate Administration Division, General Manager ofAdministration Department, and General Manager of Corporate Strategy Office. October 2018: Executive Managing Director President of RIKEN KEIKI NARA MFG. Co., Ltd. (current position). April 2021: Executive Managing Director, Executive General Manager of Production Division, and General Manager of Production Management Department. April 2022: Executive Managing Director, and Executive General Manager of Production Division (current position).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥111 (vs JP¥71.32 in 3Q 2022)Third quarter 2023 results: EPS: JP¥111 (up from JP¥71.32 in 3Q 2022). Revenue: JP¥12.4b (up 28% from 3Q 2022). Net income: JP¥2.57b (up 55% from 3Q 2022). Profit margin: 21% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.
Buying Opportunity • Jan 27Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 27% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥4,170, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 91% over the past three years.
お知らせ • Dec 02+ 1 more updateRiken Keiki Co., Ltd. Revises Consolidated and Non-Consolidated Earnings Guidance for the Year Ending March 31, 2023Riken Keiki Co., Ltd. revised consolidated and non-consolidated earnings guidance for the year ending March 31, 2023. For the period, on consolidated basis, the company expects net sales of ¥42,800 million compared to previous guidance of ¥38,900 million, operating profit of ¥11,450 million compared to previous guidance of ¥8,550 million, net profit attributable to owners of parent of ¥8,400 million compared to previous guidance of ¥6,350 million and earnings per share of ¥360.80 compared to previous guidance of ¥272.81.For the period, on non-consolidated basis, the company expects net sales of ¥37,300 million compared to previous guidance of ¥33,500 million, operating profit of ¥8,000 million compared to previous guidance of ¥6,900 million, net profit of ¥7,550 million compared to previous guidance of ¥6,150 million and earnings per share of ¥324.32 compared to previous guidance of ¥264.22.
お知らせ • Nov 27Riken Keiki Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Riken Keiki Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥84.40 (vs JP¥73.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥84.40 (up from JP¥73.09 in 2Q 2022). Revenue: JP¥11.6b (up 26% from 2Q 2022). Net income: JP¥1.97b (up 16% from 2Q 2022). Profit margin: 17% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. President & Representative Director Junichi Koyano was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.