View Financial Healthsantec Holdings 배당 및 자사주 매입배당 기준 점검 3/6santec Holdings 수익으로 충분히 충당되는 현재 수익률 0.73% 보유한 배당금 지급 회사입니다. 다음 지급일은 25th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.핵심 정보0.7%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률0.7%배당 성장률27.5%다음 배당 지급일25 Jun 26배당락일30 Mar 26주당 배당금n/a배당 성향28%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.5%).Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).모든 업데이트 보기Recent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥652 (vs JP¥431 in FY 2025)Full year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 118% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tomohiro Matsukawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 15santec Holdings Corporation, Annual General Meeting, Jun 24, 2026santec Holdings Corporation, Annual General Meeting, Jun 24, 2026.공시 • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026공시 • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026공시 • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025공시 • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025공시 • May 09santec Holdings Corporation, Annual General Meeting, Jun 18, 2025santec Holdings Corporation, Annual General Meeting, Jun 18, 2025.공시 • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025공시 • Nov 30santec Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025santec Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥90.81 (vs JP¥70.92 in 2Q 2024)Second quarter 2025 results: EPS: JP¥90.81 (up from JP¥70.92 in 2Q 2024). Revenue: JP¥5.69b (up 40% from 2Q 2024). Net income: JP¥1.07b (up 28% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 10Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to €36.60. The fair value is estimated to be €30.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.공시 • Sep 27santec Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024santec Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €35.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥136 (vs JP¥65.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥136 (up from JP¥65.05 in 1Q 2024). Revenue: JP¥6.31b (up 76% from 1Q 2024). Net income: JP¥1.60b (up 109% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €37.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 289% over the past three years.Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 06santec Holdings Corporation to Report Q1, 2025 Results on Aug 09, 2024santec Holdings Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €43.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 311% over the past three years.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €39.40, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 260% over the past three years.Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.공시 • May 12santec Holdings Corporation, Annual General Meeting, Jun 19, 2024santec Holdings Corporation, Annual General Meeting, Jun 19, 2024.New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • Mar 23santec Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024santec Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.5%).Board Change • Mar 11Less 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 an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Ayako Miyazaki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €27.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 129% over the past three years.New Risk • Feb 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 German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 14Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to €27.20. The fair value is estimated to be €20.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥66.07 (vs JP¥46.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥66.07 (up from JP¥46.26 in 3Q 2023). Revenue: JP¥4.33b (up 11% from 3Q 2023). Net income: JP¥777.0m (up 43% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.공시 • Dec 23santec Holdings Corporation to Report Q3, 2024 Results on Feb 09, 2024santec Holdings Corporation announced that they will report Q3, 2024 results on Feb 09, 2024Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 21% over the past year.Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥70.92 (vs JP¥63.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.92 (up from JP¥63.35 in 2Q 2023). Revenue: JP¥4.06b (up 17% from 2Q 2023). Net income: JP¥834.0m (up 12% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.공시 • Sep 28santec Holdings Corporation to Report Q2, 2024 Results on Nov 10, 2023santec Holdings Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥65.05 (vs JP¥65.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥65.05 (down from JP¥65.30 in 1Q 2023). Revenue: JP¥3.58b (up 12% from 1Q 2023). Net income: JP¥765.0m (flat on 1Q 2023). Profit margin: 21% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.공시 • Jun 24Santec Holdings Corporation to Report Q1, 2024 Results on Aug 10, 2023Santec Holdings Corporation announced that they will report Q1, 2024 results on Aug 10, 2023New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥255 (vs JP¥141 in FY 2022)Full year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Germany.공시 • May 14Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023.Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €18.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.26 (vs JP¥29.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.26 (up from JP¥29.85 in 3Q 2022). Revenue: JP¥3.91b (up 79% from 3Q 2022). Net income: JP¥544.0m (up 55% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany.Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €25.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.공시 • Dec 28Santec Corporation to Report Q3, 2023 Results on Feb 10, 2023Santec Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Buying Opportunity • Dec 23Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €27.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Board Change • Nov 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €18.30, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 63% over the past year.공시 • Sep 04Santec Corporation to Report Q2, 2023 Results on Nov 11, 2022Santec Corporation announced that they will report Q2, 2023 results on Nov 11, 2022Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 65% share price gain to €22.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 107% over the past year.Board Change • Sep 02No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥65.30 (vs JP¥20.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.30 (up from JP¥20.92 in 1Q 2022). Revenue: JP¥3.19b (up 89% from 1Q 2022). Net income: JP¥768.0m (up 212% from 1Q 2022). Profit margin: 24% (up from 15% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the Electronic industry in Germany.공시 • Jun 29Santec Corporation to Report Q1, 2023 Results on Aug 12, 2022Santec Corporation announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Electronic industry in Germany. Total loss to shareholders of 6.0% over the past year.Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥141 (vs JP¥94.04 in FY 2021)Full year 2022 results: EPS: JP¥141 (up from JP¥94.04 in FY 2021). Revenue: JP¥8.89b (up 18% from FY 2021). Net income: JP¥1.66b (up 50% from FY 2021). Profit margin: 19% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in Germany.공시 • May 18Santec Corporation, Annual General Meeting, Jun 29, 2022Santec Corporation, Annual General Meeting, Jun 29, 2022.Board Change • May 17No 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. Executive VP, CTO & Director Changho Chong was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08Santec Corporation to Report Fiscal Year 2022 Results on May 16, 2022Santec Corporation announced that they will report fiscal year 2022 results on May 16, 2022Reported Earnings • Feb 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥29.85 (up from JP¥16.50 in 3Q 2021). Revenue: JP¥2.19b (up 36% from 3Q 2021). Net income: JP¥351.0m (up 81% from 3Q 2021). Profit margin: 16% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the industry in Germany.Board Change • Nov 12No 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. Chairman Daikou Tei was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥23.81 (vs JP¥22.45 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥1.95b (down 2.1% from 2Q 2021). Net income: JP¥280.0m (up 6.1% from 2Q 2021). Profit margin: 14% (up from 13% in 2Q 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥20.92 (vs JP¥39.11 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.69b (down 21% from 1Q 2021). Net income: JP¥246.0m (down 47% from 1Q 2021). Profit margin: 15% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue.Reported Earnings • Jun 22Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.공시 • Mar 04Santec Corporation to Report Fiscal Year 2021 Results on May 11, 2021Santec Corporation announced that they will report fiscal year 2021 results on May 11, 2021지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 8AU 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 8AU 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장santec Holdings 배당 수익률 vs 시장8AU의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (8AU)0.7%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Electronic)0.8%분석가 예측 (8AU) (최대 3년)0.7%주목할만한 배당금: 8AU 의 배당금( 0.73% )은 German 시장에서 배당금 지급자의 하위 25%( 1.54% )와 비교해 주목할 만하지 않습니다.고배당: 8AU 의 배당금( 0.73% )은 German 시장에서 배당금 지급자의 상위 25%( 4.55% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 27.7% )로 8AU 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 36% )로 8AU 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 21:13종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스santec Holdings Corporation는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Koichi HariyaIchiyoshi Research Institute Inc.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.5%).
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥652 (vs JP¥431 in FY 2025)Full year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 118% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tomohiro Matsukawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 15santec Holdings Corporation, Annual General Meeting, Jun 24, 2026santec Holdings Corporation, Annual General Meeting, Jun 24, 2026.
공시 • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026
공시 • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
공시 • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
공시 • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025
공시 • May 09santec Holdings Corporation, Annual General Meeting, Jun 18, 2025santec Holdings Corporation, Annual General Meeting, Jun 18, 2025.
공시 • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025
공시 • Nov 30santec Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025santec Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥90.81 (vs JP¥70.92 in 2Q 2024)Second quarter 2025 results: EPS: JP¥90.81 (up from JP¥70.92 in 2Q 2024). Revenue: JP¥5.69b (up 40% from 2Q 2024). Net income: JP¥1.07b (up 28% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 10Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to €36.60. The fair value is estimated to be €30.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
공시 • Sep 27santec Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024santec Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €35.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥136 (vs JP¥65.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥136 (up from JP¥65.05 in 1Q 2024). Revenue: JP¥6.31b (up 76% from 1Q 2024). Net income: JP¥1.60b (up 109% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €37.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 289% over the past three years.
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 06santec Holdings Corporation to Report Q1, 2025 Results on Aug 09, 2024santec Holdings Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €43.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 311% over the past three years.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €39.40, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 260% over the past three years.
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
공시 • May 12santec Holdings Corporation, Annual General Meeting, Jun 19, 2024santec Holdings Corporation, Annual General Meeting, Jun 19, 2024.
New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • Mar 23santec Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024santec Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.5%).
Board Change • Mar 11Less 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 an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Ayako Miyazaki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €27.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 129% over the past three years.
New Risk • Feb 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 German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 14Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to €27.20. The fair value is estimated to be €20.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥66.07 (vs JP¥46.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥66.07 (up from JP¥46.26 in 3Q 2023). Revenue: JP¥4.33b (up 11% from 3Q 2023). Net income: JP¥777.0m (up 43% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
공시 • Dec 23santec Holdings Corporation to Report Q3, 2024 Results on Feb 09, 2024santec Holdings Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 21% over the past year.
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥70.92 (vs JP¥63.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.92 (up from JP¥63.35 in 2Q 2023). Revenue: JP¥4.06b (up 17% from 2Q 2023). Net income: JP¥834.0m (up 12% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
공시 • Sep 28santec Holdings Corporation to Report Q2, 2024 Results on Nov 10, 2023santec Holdings Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥65.05 (vs JP¥65.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥65.05 (down from JP¥65.30 in 1Q 2023). Revenue: JP¥3.58b (up 12% from 1Q 2023). Net income: JP¥765.0m (flat on 1Q 2023). Profit margin: 21% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
공시 • Jun 24Santec Holdings Corporation to Report Q1, 2024 Results on Aug 10, 2023Santec Holdings Corporation announced that they will report Q1, 2024 results on Aug 10, 2023
New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥255 (vs JP¥141 in FY 2022)Full year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Germany.
공시 • May 14Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023.
Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €18.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.26 (vs JP¥29.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.26 (up from JP¥29.85 in 3Q 2022). Revenue: JP¥3.91b (up 79% from 3Q 2022). Net income: JP¥544.0m (up 55% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany.
Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €25.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
공시 • Dec 28Santec Corporation to Report Q3, 2023 Results on Feb 10, 2023Santec Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Buying Opportunity • Dec 23Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €27.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Board Change • Nov 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €18.30, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 63% over the past year.
공시 • Sep 04Santec Corporation to Report Q2, 2023 Results on Nov 11, 2022Santec Corporation announced that they will report Q2, 2023 results on Nov 11, 2022
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 65% share price gain to €22.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 107% over the past year.
Board Change • Sep 02No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥65.30 (vs JP¥20.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.30 (up from JP¥20.92 in 1Q 2022). Revenue: JP¥3.19b (up 89% from 1Q 2022). Net income: JP¥768.0m (up 212% from 1Q 2022). Profit margin: 24% (up from 15% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the Electronic industry in Germany.
공시 • Jun 29Santec Corporation to Report Q1, 2023 Results on Aug 12, 2022Santec Corporation announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Electronic industry in Germany. Total loss to shareholders of 6.0% over the past year.
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥141 (vs JP¥94.04 in FY 2021)Full year 2022 results: EPS: JP¥141 (up from JP¥94.04 in FY 2021). Revenue: JP¥8.89b (up 18% from FY 2021). Net income: JP¥1.66b (up 50% from FY 2021). Profit margin: 19% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in Germany.
공시 • May 18Santec Corporation, Annual General Meeting, Jun 29, 2022Santec Corporation, Annual General Meeting, Jun 29, 2022.
Board Change • May 17No 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. Executive VP, CTO & Director Changho Chong was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08Santec Corporation to Report Fiscal Year 2022 Results on May 16, 2022Santec Corporation announced that they will report fiscal year 2022 results on May 16, 2022
Reported Earnings • Feb 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥29.85 (up from JP¥16.50 in 3Q 2021). Revenue: JP¥2.19b (up 36% from 3Q 2021). Net income: JP¥351.0m (up 81% from 3Q 2021). Profit margin: 16% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the industry in Germany.
Board Change • Nov 12No 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. Chairman Daikou Tei was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥23.81 (vs JP¥22.45 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥1.95b (down 2.1% from 2Q 2021). Net income: JP¥280.0m (up 6.1% from 2Q 2021). Profit margin: 14% (up from 13% in 2Q 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥20.92 (vs JP¥39.11 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.69b (down 21% from 1Q 2021). Net income: JP¥246.0m (down 47% from 1Q 2021). Profit margin: 15% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue.
Reported Earnings • Jun 22Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.
공시 • Mar 04Santec Corporation to Report Fiscal Year 2021 Results on May 11, 2021Santec Corporation announced that they will report fiscal year 2021 results on May 11, 2021