View Financial HealthSE 배당 및 자사주 매입배당 기준 점검 3/6SE 은(는) 현재 수익률이 4.89% 인 배당금 지급 회사입니다. 다음 지급일은 26th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.핵심 정보4.9%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률4.4%다음 배당 지급일26 Jun 26배당락일30 Mar 26주당 배당금n/a배당 성향177%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.2%).모든 업데이트 보기Recent updatesReported Earnings • 17hFull year 2026 earnings released: JP¥14.37 loss per share (vs JP¥17.98 profit in FY 2025)Full year 2026 results: JP¥14.37 loss per share (down from JP¥17.98 profit in FY 2025). Revenue: JP¥25.4b (down 1.9% from FY 2025). Net loss: JP¥434.0m (down 180% from profit in FY 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • May 15SE Corporation, Annual General Meeting, Jun 25, 2026SE Corporation, Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥3.74 (vs JP¥6.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.74 (down from JP¥6.42 in 3Q 2025). Revenue: JP¥6.71b (up 1.2% from 3Q 2025). Net income: JP¥113.0m (down 42% from 3Q 2025). Profit margin: 1.7% (down from 2.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Dec 26SE Corporation to Report Q3, 2026 Results on Feb 10, 2026SE Corporation announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 10Second quarter 2026 earnings released: EPS: JP¥0.53 (vs JP¥7.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.53 (down from JP¥7.18 in 2Q 2025). Revenue: JP¥5.64b (down 9.1% from 2Q 2025). Net income: JP¥16.0m (down 93% from 2Q 2025). Profit margin: 0.3% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Oct 02SE Corporation to Report Q2, 2026 Results on Nov 07, 2025SE Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 11First quarter 2026 earnings released: JP¥2.38 loss per share (vs JP¥1.09 loss in 1Q 2025)First quarter 2026 results: JP¥2.38 loss per share (further deteriorated from JP¥1.09 loss in 1Q 2025). Revenue: JP¥5.16b (down 8.7% from 1Q 2025). Net loss: JP¥72.0m (loss widened 118% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Jun 25SE Corporation to Report Q1, 2026 Results on Aug 08, 2025SE Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • May 09SE Corporation, Annual General Meeting, Jun 26, 2025SE Corporation, Annual General Meeting, Jun 26, 2025.Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥242. The fair value is estimated to be JP¥306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 22%.공시 • Mar 27SE Corporation to Report Fiscal Year 2025 Results on May 09, 2025SE Corporation announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥8.16b market cap, or US$53.9m).공시 • Dec 07SE Corporation to Report Q3, 2025 Results on Feb 07, 2025SE Corporation announced that they will report Q3, 2025 results on Feb 07, 2025분석 기사 • Nov 12SE's (TSE:3423) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from SE Corporation ( TSE:3423 ) last week didn't sink the stock price. However, we...Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥8.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.18 (down from JP¥8.81 in 2Q 2024). Revenue: JP¥6.20b (down 8.7% from 2Q 2024). Net income: JP¥217.0m (down 18% from 2Q 2024). Profit margin: 3.5% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Sep 20SE Corporation to Report Q2, 2025 Results on Nov 05, 2024SE Corporation announced that they will report Q2, 2025 results on Nov 05, 2024New Risk • Sep 17New 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥8.37b market cap, or US$59.5m).Reported Earnings • Aug 08First quarter 2025 earnings released: JP¥1.09 loss per share (vs JP¥1.39 profit in 1Q 2024)First quarter 2025 results: JP¥1.09 loss per share (down from JP¥1.39 profit in 1Q 2024). Revenue: JP¥5.65b (flat on 1Q 2024). Net loss: JP¥33.0m (down 179% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥247, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total loss to shareholders of 13% over the past three years.공시 • Jun 22SE Corporation to Report Q1, 2025 Results on Aug 05, 2024SE Corporation announced that they will report Q1, 2025 results on Aug 05, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥32.08 (vs JP¥28.82 in FY 2023)Full year 2024 results: EPS: JP¥32.08 (up from JP¥28.82 in FY 2023). Revenue: JP¥26.5b (up 4.0% from FY 2023). Net income: JP¥969.0m (up 11% from FY 2023). Profit margin: 3.7% (up from 3.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • May 12SE Corporation, Annual General Meeting, Jun 26, 2024SE Corporation, Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).공시 • Mar 10SE Corporation to Report Fiscal Year 2024 Results on May 10, 2024SE Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥10.59 (vs JP¥4.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.59 (up from JP¥4.90 in 3Q 2023). Revenue: JP¥6.90b (up 9.5% from 3Q 2023). Net income: JP¥320.0m (up 116% from 3Q 2023). Profit margin: 4.6% (up from 2.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.공시 • Dec 07SE Corporation to Report Q3, 2024 Results on Feb 05, 2024SE Corporation announced that they will report Q3, 2024 results on Feb 05, 2024Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥8.81 (vs JP¥4.07 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.81 (up from JP¥4.07 in 2Q 2023). Revenue: JP¥6.79b (up 17% from 2Q 2023). Net income: JP¥266.0m (up 116% from 2Q 2023). Profit margin: 3.9% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Sep 17SE Corporation to Report Q2, 2024 Results on Nov 06, 2023SE Corporation announced that they will report Q2, 2024 results on Nov 06, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jun 24SE Corporation to Report Q1, 2024 Results on Aug 04, 2023SE Corporation announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥28.82 (vs JP¥53.65 in FY 2022)Full year 2023 results: EPS: JP¥28.82 (down from JP¥53.65 in FY 2022). Revenue: JP¥25.5b (up 5.4% from FY 2022). Net income: JP¥870.0m (down 46% from FY 2022). Profit margin: 3.4% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • May 14SE Corporation, Annual General Meeting, Jun 28, 2023SE Corporation, Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥4.90 (vs JP¥12.12 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.90 (down from JP¥12.12 in 3Q 2022). Revenue: JP¥6.31b (up 1.3% from 3Q 2022). Net income: JP¥148.0m (down 60% from 3Q 2022). Profit margin: 2.3% (down from 5.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Dec 28SE Corporation to Report Q3, 2023 Results on Feb 06, 2023SE Corporation announced that they will report Q3, 2023 results on Feb 06, 2023Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less 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. 7 non-independent directors. Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Sep 11SE Corporation to Report Q2, 2023 Results on Nov 04, 2022SE Corporation announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥4.72 (vs JP¥11.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥4.72 (down from JP¥11.93 in 1Q 2022). Revenue: JP¥5.61b (up 1.1% from 1Q 2022). Net income: JP¥142.0m (down 60% from 1Q 2022). Profit margin: 2.5% (down from 6.5% in 1Q 2022). 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 1% per year, which means it is significantly lagging earnings growth.공시 • Jun 18SE Corporation to Report Q1, 2023 Results on Aug 05, 2022SE Corporation announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥53.65 (vs JP¥21.08 in FY 2021)Full year 2022 results: EPS: JP¥53.65 (up from JP¥21.08 in FY 2021). Revenue: JP¥24.2b (up 5.9% from FY 2021). Net income: JP¥1.61b (up 155% from FY 2021). Profit margin: 6.7% (up from 2.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • May 15SE Corporation, Annual General Meeting, Jun 28, 2022SE Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 07SE Corporation to Report Fiscal Year 2022 Results on May 13, 2022SE Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥12.12 (up from JP¥5.73 in 3Q 2021). Revenue: JP¥6.22b (up 2.0% from 3Q 2021). Net income: JP¥365.0m (up 112% from 3Q 2021). Profit margin: 5.9% (up from 2.8% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥342, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Basic Materials industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥11.33 (vs JP¥0.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.90b (up 12% from 2Q 2021). Net income: JP¥341.0m (up JP¥327.0m from 2Q 2021). Profit margin: 5.8% (up from 0.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥11.93 (vs JP¥2.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.55b (up 14% from 1Q 2021). Net income: JP¥358.0m (up 342% from 1Q 2021). Profit margin: 6.5% (up from 1.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.분석 기사 • Apr 14SE (TYO:3423) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.2%).분석 기사 • Mar 17Update: SE (TYO:3423) Stock Gained 27% In The Last YearOn average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...Is New 90 Day High Low • Mar 10New 90-day high: JP¥296The company is up 2.0% from its price of JP¥290 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 6.0% over the same period.분석 기사 • Feb 21SE Corporation (TYO:3423) Investors Should Think About This Before Buying It For Its DividendIs SE Corporation ( TYO:3423 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS JP¥5.73 (vs JP¥1.27 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.10b (up 9.4% from 3Q 2020). Net income: JP¥172.0m (up JP¥210.0m from 3Q 2020). Profit margin: 2.8% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.분석 기사 • Feb 03Is SE (TYO:3423) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jan 19Declining Stock and Decent Financials: Is The Market Wrong About SE Corporation (TYO:3423)?It is hard to get excited after looking at SE's (TYO:3423) recent performance, when its stock has declined 2.8% over...분석 기사 • Jan 04Is SE (TYO:3423) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...분석 기사 • Dec 17SE's (TYO:3423) Shareholders Are Down 22% On Their SharesThe simplest way to benefit from a rising market is to buy an index fund. But if you buy individual stocks, you can do...Is New 90 Day High Low • Dec 08New 90-day high: JP¥300The company is up 9.0% from its price of JP¥274 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.분석 기사 • Dec 02Here's Why We Think SE's (TYO:3423) Statutory Earnings Might Be ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...분석 기사 • Nov 17Know This Before Buying SE Corporation (TYO:3423) For Its DividendIs SE Corporation (TYO:3423) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 08Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Sep 06SE Corporation to Report Q2, 2021 Results on Nov 06, 2020SE Corporation announced that they will report Q2, 2021 results on Nov 06, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 3423 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 3423 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장SE 배당 수익률 vs 시장3423의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (3423)4.9%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (Basic Materials)2.9%분석가 예측 (3423) (최대 3년)n/a주목할만한 배당금: 3423 의 배당금( 4.89% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.73% )보다 높습니다.고배당: 3423 의 배당금( 4.89% )은 JP 시장( 3.73% )주주 대상 이익 배당수익 보장: 지급 비율 ( 176.9% )이 높기 때문에 3423 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 101.5% )이 높기 때문에 3423 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 01:19종가2026/05/20 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 소스SE Corporation는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hisaki HatoriMizuho Securities Co., Ltd.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.2%).
Reported Earnings • 17hFull year 2026 earnings released: JP¥14.37 loss per share (vs JP¥17.98 profit in FY 2025)Full year 2026 results: JP¥14.37 loss per share (down from JP¥17.98 profit in FY 2025). Revenue: JP¥25.4b (down 1.9% from FY 2025). Net loss: JP¥434.0m (down 180% from profit in FY 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • May 15SE Corporation, Annual General Meeting, Jun 25, 2026SE Corporation, Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥3.74 (vs JP¥6.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.74 (down from JP¥6.42 in 3Q 2025). Revenue: JP¥6.71b (up 1.2% from 3Q 2025). Net income: JP¥113.0m (down 42% from 3Q 2025). Profit margin: 1.7% (down from 2.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Dec 26SE Corporation to Report Q3, 2026 Results on Feb 10, 2026SE Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 10Second quarter 2026 earnings released: EPS: JP¥0.53 (vs JP¥7.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.53 (down from JP¥7.18 in 2Q 2025). Revenue: JP¥5.64b (down 9.1% from 2Q 2025). Net income: JP¥16.0m (down 93% from 2Q 2025). Profit margin: 0.3% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Oct 02SE Corporation to Report Q2, 2026 Results on Nov 07, 2025SE Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 11First quarter 2026 earnings released: JP¥2.38 loss per share (vs JP¥1.09 loss in 1Q 2025)First quarter 2026 results: JP¥2.38 loss per share (further deteriorated from JP¥1.09 loss in 1Q 2025). Revenue: JP¥5.16b (down 8.7% from 1Q 2025). Net loss: JP¥72.0m (loss widened 118% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Jun 25SE Corporation to Report Q1, 2026 Results on Aug 08, 2025SE Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • May 09SE Corporation, Annual General Meeting, Jun 26, 2025SE Corporation, Annual General Meeting, Jun 26, 2025.
Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥242. The fair value is estimated to be JP¥306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 22%.
공시 • Mar 27SE Corporation to Report Fiscal Year 2025 Results on May 09, 2025SE Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥8.16b market cap, or US$53.9m).
공시 • Dec 07SE Corporation to Report Q3, 2025 Results on Feb 07, 2025SE Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
분석 기사 • Nov 12SE's (TSE:3423) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from SE Corporation ( TSE:3423 ) last week didn't sink the stock price. However, we...
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥8.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.18 (down from JP¥8.81 in 2Q 2024). Revenue: JP¥6.20b (down 8.7% from 2Q 2024). Net income: JP¥217.0m (down 18% from 2Q 2024). Profit margin: 3.5% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Sep 20SE Corporation to Report Q2, 2025 Results on Nov 05, 2024SE Corporation announced that they will report Q2, 2025 results on Nov 05, 2024
New Risk • Sep 17New 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥8.37b market cap, or US$59.5m).
Reported Earnings • Aug 08First quarter 2025 earnings released: JP¥1.09 loss per share (vs JP¥1.39 profit in 1Q 2024)First quarter 2025 results: JP¥1.09 loss per share (down from JP¥1.39 profit in 1Q 2024). Revenue: JP¥5.65b (flat on 1Q 2024). Net loss: JP¥33.0m (down 179% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥247, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total loss to shareholders of 13% over the past three years.
공시 • Jun 22SE Corporation to Report Q1, 2025 Results on Aug 05, 2024SE Corporation announced that they will report Q1, 2025 results on Aug 05, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥32.08 (vs JP¥28.82 in FY 2023)Full year 2024 results: EPS: JP¥32.08 (up from JP¥28.82 in FY 2023). Revenue: JP¥26.5b (up 4.0% from FY 2023). Net income: JP¥969.0m (up 11% from FY 2023). Profit margin: 3.7% (up from 3.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • May 12SE Corporation, Annual General Meeting, Jun 26, 2024SE Corporation, Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
공시 • Mar 10SE Corporation to Report Fiscal Year 2024 Results on May 10, 2024SE Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥10.59 (vs JP¥4.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.59 (up from JP¥4.90 in 3Q 2023). Revenue: JP¥6.90b (up 9.5% from 3Q 2023). Net income: JP¥320.0m (up 116% from 3Q 2023). Profit margin: 4.6% (up from 2.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
공시 • Dec 07SE Corporation to Report Q3, 2024 Results on Feb 05, 2024SE Corporation announced that they will report Q3, 2024 results on Feb 05, 2024
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥8.81 (vs JP¥4.07 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.81 (up from JP¥4.07 in 2Q 2023). Revenue: JP¥6.79b (up 17% from 2Q 2023). Net income: JP¥266.0m (up 116% from 2Q 2023). Profit margin: 3.9% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Sep 17SE Corporation to Report Q2, 2024 Results on Nov 06, 2023SE Corporation announced that they will report Q2, 2024 results on Nov 06, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jun 24SE Corporation to Report Q1, 2024 Results on Aug 04, 2023SE Corporation announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥28.82 (vs JP¥53.65 in FY 2022)Full year 2023 results: EPS: JP¥28.82 (down from JP¥53.65 in FY 2022). Revenue: JP¥25.5b (up 5.4% from FY 2022). Net income: JP¥870.0m (down 46% from FY 2022). Profit margin: 3.4% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • May 14SE Corporation, Annual General Meeting, Jun 28, 2023SE Corporation, Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥4.90 (vs JP¥12.12 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.90 (down from JP¥12.12 in 3Q 2022). Revenue: JP¥6.31b (up 1.3% from 3Q 2022). Net income: JP¥148.0m (down 60% from 3Q 2022). Profit margin: 2.3% (down from 5.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Dec 28SE Corporation to Report Q3, 2023 Results on Feb 06, 2023SE Corporation announced that they will report Q3, 2023 results on Feb 06, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less 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. 7 non-independent directors. Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Sep 11SE Corporation to Report Q2, 2023 Results on Nov 04, 2022SE Corporation announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥4.72 (vs JP¥11.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥4.72 (down from JP¥11.93 in 1Q 2022). Revenue: JP¥5.61b (up 1.1% from 1Q 2022). Net income: JP¥142.0m (down 60% from 1Q 2022). Profit margin: 2.5% (down from 6.5% in 1Q 2022). 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 1% per year, which means it is significantly lagging earnings growth.
공시 • Jun 18SE Corporation to Report Q1, 2023 Results on Aug 05, 2022SE Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥53.65 (vs JP¥21.08 in FY 2021)Full year 2022 results: EPS: JP¥53.65 (up from JP¥21.08 in FY 2021). Revenue: JP¥24.2b (up 5.9% from FY 2021). Net income: JP¥1.61b (up 155% from FY 2021). Profit margin: 6.7% (up from 2.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • May 15SE Corporation, Annual General Meeting, Jun 28, 2022SE Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 07SE Corporation to Report Fiscal Year 2022 Results on May 13, 2022SE Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥12.12 (up from JP¥5.73 in 3Q 2021). Revenue: JP¥6.22b (up 2.0% from 3Q 2021). Net income: JP¥365.0m (up 112% from 3Q 2021). Profit margin: 5.9% (up from 2.8% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥342, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Basic Materials industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥11.33 (vs JP¥0.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.90b (up 12% from 2Q 2021). Net income: JP¥341.0m (up JP¥327.0m from 2Q 2021). Profit margin: 5.8% (up from 0.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥11.93 (vs JP¥2.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.55b (up 14% from 1Q 2021). Net income: JP¥358.0m (up 342% from 1Q 2021). Profit margin: 6.5% (up from 1.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
분석 기사 • Apr 14SE (TYO:3423) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.2%).
분석 기사 • Mar 17Update: SE (TYO:3423) Stock Gained 27% In The Last YearOn average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...
Is New 90 Day High Low • Mar 10New 90-day high: JP¥296The company is up 2.0% from its price of JP¥290 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 6.0% over the same period.
분석 기사 • Feb 21SE Corporation (TYO:3423) Investors Should Think About This Before Buying It For Its DividendIs SE Corporation ( TYO:3423 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS JP¥5.73 (vs JP¥1.27 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.10b (up 9.4% from 3Q 2020). Net income: JP¥172.0m (up JP¥210.0m from 3Q 2020). Profit margin: 2.8% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
분석 기사 • Feb 03Is SE (TYO:3423) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Jan 19Declining Stock and Decent Financials: Is The Market Wrong About SE Corporation (TYO:3423)?It is hard to get excited after looking at SE's (TYO:3423) recent performance, when its stock has declined 2.8% over...
분석 기사 • Jan 04Is SE (TYO:3423) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
분석 기사 • Dec 17SE's (TYO:3423) Shareholders Are Down 22% On Their SharesThe simplest way to benefit from a rising market is to buy an index fund. But if you buy individual stocks, you can do...
Is New 90 Day High Low • Dec 08New 90-day high: JP¥300The company is up 9.0% from its price of JP¥274 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.
분석 기사 • Dec 02Here's Why We Think SE's (TYO:3423) Statutory Earnings Might Be ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
분석 기사 • Nov 17Know This Before Buying SE Corporation (TYO:3423) For Its DividendIs SE Corporation (TYO:3423) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 08Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Sep 06SE Corporation to Report Q2, 2021 Results on Nov 06, 2020SE Corporation announced that they will report Q2, 2021 results on Nov 06, 2020