View ValuationFujimi 향후 성장Future 기준 점검 3/6Fujimi (는) 각각 연간 15.5% 및 8.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.9% 로 예상됩니다.핵심 정보15.5%이익 성장률14.72%EPS 성장률Chemicals 이익 성장14.2%매출 성장률8.9%향후 자기자본이익률13.90%애널리스트 커버리지Low마지막 업데이트16 May 2026최근 향후 성장 업데이트분석 기사 • Feb 05Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFujimi Incorporated ( TSE:5384 ) just released its latest quarterly results and things are looking bullish. It was...Price Target Changed • Feb 04Price target increased by 8.9% to JP¥3,038Up from JP¥2,790, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,960. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥127 last year.분석 기사 • Nov 07Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...분석 기사 • Aug 11Fujimi Incorporated Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowTSE:5384 1 Year Share Price vs Fair Value Explore Fujimi's Fair Values from the Community and select yours Fujimi...분석 기사 • Feb 06Fujimi Incorporated Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextShareholders might have noticed that Fujimi Incorporated ( TSE:5384 ) filed its quarterly result this time last week...분석 기사 • Nov 08Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...모든 업데이트 보기Recent updatesReported Earnings • 9hFull year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥122 (down from JP¥127 in FY 2025). Revenue: JP¥69.4b (up 11% from FY 2025). Net income: JP¥9.06b (down 3.9% from FY 2025). Profit margin: 13% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.공시 • May 14Fujimi Incorporated, Annual General Meeting, Jun 24, 2026Fujimi Incorporated, Annual General Meeting, Jun 24, 2026.공시 • May 09Fujimi Incorporated to Report Fiscal Year 2026 Results on May 14, 2026Fujimi Incorporated announced that they will report fiscal year 2026 results on May 14, 2026New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change).Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,774, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,989 per share.Buy Or Sell Opportunity • Mar 03Now 22% undervaluedOver the last 90 days, the stock has risen 30% to JP¥3,090. The fair value is estimated to be JP¥3,977, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock has risen 32% to JP¥3,065. The fair value is estimated to be JP¥3,883, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.분석 기사 • Feb 12Fujimi Incorporated's (TSE:5384) 26% Share Price Surge Not Quite Adding UpDespite an already strong run, Fujimi Incorporated ( TSE:5384 ) shares have been powering on, with a gain of 26% in the...분석 기사 • Feb 05Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFujimi Incorporated ( TSE:5384 ) just released its latest quarterly results and things are looking bullish. It was...Reported Earnings • Feb 05Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥41.72 (up from JP¥39.03 in 3Q 2025). Revenue: JP¥18.0b (up 12% from 3Q 2025). Net income: JP¥3.10b (up 6.9% from 3Q 2025). Profit margin: 17% (in line with 3Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 04Price target increased by 8.9% to JP¥3,038Up from JP¥2,790, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,960. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥127 last year.Buy Or Sell Opportunity • Jan 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,670. The fair value is estimated to be JP¥2,209, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 4.3%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.분석 기사 • Jan 14Fujimi (TSE:5384) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...분석 기사 • Dec 05Fujimi (TSE:5384) Is Paying Out A Dividend Of ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 25th...Declared Dividend • Dec 05First half dividend of JP¥36.67 announcedDividend of JP¥36.67 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Dec 02Fujimi Incorporated to Report Q3, 2026 Results on Feb 03, 2026Fujimi Incorporated announced that they will report Q3, 2026 results on Feb 03, 2026분석 기사 • Nov 19Impressive Earnings May Not Tell The Whole Story For Fujimi (TSE:5384)Last week's profit announcement from Fujimi Incorporated ( TSE:5384 ) was underwhelming for investors, despite headline...분석 기사 • Nov 07Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥37.87 (up from JP¥30.90 in 2Q 2025). Revenue: JP¥17.1b (up 6.8% from 2Q 2025). Net income: JP¥2.81b (up 23% from 2Q 2025). Profit margin: 16% (up from 14% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Nov 04Fujimi (TSE:5384) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Oct 11Investor Optimism Abounds Fujimi Incorporated (TSE:5384) But Growth Is LackingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Fujimi...분석 기사 • Sep 25Fujimi (TSE:5384) Has Affirmed Its Dividend Of ¥36.67Fujimi Incorporated's ( TSE:5384 ) investors are due to receive a payment of ¥36.67 per share on 4th of December. This...공시 • Sep 25Fujimi Incorporated to Report Q2, 2026 Results on Nov 05, 2025Fujimi Incorporated announced that they will report Q2, 2026 results on Nov 05, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).분석 기사 • Sep 01Slowing Rates Of Return At Fujimi (TSE:5384) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Aug 11Fujimi Incorporated Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowTSE:5384 1 Year Share Price vs Fair Value Explore Fujimi's Fair Values from the Community and select yours Fujimi...Reported Earnings • Aug 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥25.10 (down from JP¥28.01 in 1Q 2025). Revenue: JP¥16.4b (up 11% from 1Q 2025). Net income: JP¥1.86b (down 10% from 1Q 2025). Profit margin: 11% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Aug 07Fujimi's (TSE:5384) Dividend Will Be ¥36.67Fujimi Incorporated ( TSE:5384 ) will pay a dividend of ¥36.67 on the 4th of December. This makes the dividend yield...분석 기사 • Jul 24Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 4th of December...분석 기사 • Jul 10Fujimi's (TSE:5384) Dividend Will Be ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 4th...Declared Dividend • Jul 09Final dividend of JP¥36.67 announcedDividend of JP¥36.67 is the same as last year. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but not covered by cash flows (dividend approximately 38x free cash flows). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jul 02Fujimi Incorporated Announces Director AppointmentsFujimi Incorporated at its Annual General Shareholders' meeting held on June 24, 2025 announced the appointment of Katsuyuki Hibi, Naoko Yamazaki, Shuhei Ishikawa as directors.Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥127 (up from JP¥87.61 in FY 2024). Revenue: JP¥62.5b (up 22% from FY 2024). Net income: JP¥9.43b (up 45% from FY 2024). Profit margin: 15% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Jun 24Fujimi Incorporated Approves Independent Committee Changes, Effective June 24, 2025Fujimi Incorporated announced at the 72nd Annual General Shareholders Meeting held on June 21, 2024, the continuation of Policy for Measures against Large-Scale Acquisitions of Share Certificates, Etc. of the Company (Policy for Responding to Takeover Attempts), including the appointment of three members to the Independent Committee, was approved. One of the members, Mr. Masahiko Takahashi, an Outside Corporate Auditor and a member of the Independent Committee, resigned from both roles upon the conclusion of the 73rd Annual General Shareholders Meeting held on June 24, 2025 (hereinafter referred to as this Shareholders Meeting). In connection with this, Mr. Kazunori Shibata, who was newly appointed as an Outside Corporate Auditor at this Shareholders Meeting, was appointed as a member of the Independent Committee at the Board of Directors meeting held on the same day, as outlined: Newly Appointed Member of the Independent Committee: Name: Kazunori Shibata; Career Summary: Oct. 1979 Joined Marunouchi Accounting and Auditing Firm; Mar. 1983 Registered as a Certified Public Accountant; Feb. 1988 Joined Ohta Showa Audit Corporation Nagoya Office (currently Ernst & Young ShinNihon LLC); Jun. 2002 Outside Auditor of HONDA VERNO TOKAI Co. Ltd. (currently VT HOLDINGS Co. Ltd.); Jun. 2004 Outside Auditor of Trust Co. Ltd.; Sept. 2006 General Manager and Representative Partner of Gyosei & Co. Nagoya Office; Sept. 2007 Outside Auditor of Sasatoku Printing Co. Ltd.; Jun. 2016 Chairman of The Japanese Institute of Certified Public Accountants Tokai Chapter.; Jun. 2020 Audit and Supervisory Committee member of SUNCORPORATION; Apr. 2021 General Manager and Representative Partner of Hokushin Tax Corporation (current position); Apr. 2023 Audit and Supervisory Committee member of Sasatoku Printing Co. Ltd. (current position); Jun. 2024 Audit and Supervisory Committee member of VT HOLDINGS Co. Ltd. (current position). Date of Appointment: June 24, 2025. As a result, the members of the Independent Committee as of June 24, 2025 are three individuals: Mr. Masami Kawashita (Outside Director), Ms. Atsuko Yoshimura (Outside Director), and Mr. Kazunori Shibata (Outside Corporate Auditor).공시 • May 31Fujimi Incorporated to Report Q1, 2026 Results on Aug 06, 2025Fujimi Incorporated announced that they will report Q1, 2026 results on Aug 06, 2025분석 기사 • May 20Fujimi (TSE:5384) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfFujimi Incorporated's ( TSE:5384 ) robust earnings report didn't manage to move the market for its stock. Our analysis...Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥127 (up from JP¥87.61 in FY 2024). Revenue: JP¥62.5b (up 22% from FY 2024). Net income: JP¥9.43b (up 45% from FY 2024). Profit margin: 15% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • May 13Fujimi Incorporated, Annual General Meeting, Jun 24, 2025Fujimi Incorporated, Annual General Meeting, Jun 24, 2025.분석 기사 • Apr 14Fujimi Incorporated's (TSE:5384) Shareholders Might Be Looking For ExitWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider Fujimi...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,573, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Chemicals industry in Japan. Total loss to shareholders of 12% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).분석 기사 • Mar 03Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend on the 24th of June, with...공시 • Mar 01Fujimi Incorporated to Report Fiscal Year 2025 Results on May 13, 2025Fujimi Incorporated announced that they will report fiscal year 2025 results on May 13, 2025분석 기사 • Feb 06Fujimi Incorporated Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextShareholders might have noticed that Fujimi Incorporated ( TSE:5384 ) filed its quarterly result this time last week...Reported Earnings • Feb 05Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥39.03 (up from JP¥19.14 in 3Q 2024). Revenue: JP¥16.0b (up 29% from 3Q 2024). Net income: JP¥2.90b (up 104% from 3Q 2024). Profit margin: 18% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.분석 기사 • Dec 30Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67Fujimi Incorporated's ( TSE:5384 ) investors are due to receive a payment of ¥36.67 per share on 24th of June. The...분석 기사 • Dec 05Fujimi (TSE:5384) Will Pay A Dividend Of ¥36.67Fujimi Incorporated's ( TSE:5384 ) investors are due to receive a payment of ¥36.67 per share on 24th of June. The...Declared Dividend • Dec 05First half dividend of JP¥36.67 announcedDividend of JP¥36.67 is the same as last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 30Fujimi Incorporated to Report Q3, 2025 Results on Feb 04, 2025Fujimi Incorporated announced that they will report Q3, 2025 results on Feb 04, 2025분석 기사 • Nov 08Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...Reported Earnings • Nov 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥30.90 (up from JP¥20.92 in 2Q 2024). Revenue: JP¥16.0b (up 32% from 2Q 2024). Net income: JP¥2.29b (up 48% from 2Q 2024). Profit margin: 14% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% 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.분석 기사 • Nov 07Is There An Opportunity With Fujimi Incorporated's (TSE:5384) 47% Undervaluation?Key Insights The projected fair value for Fujimi is JP¥4,695 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Oct 17Slowing Rates Of Return At Fujimi (TSE:5384) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...분석 기사 • Sep 24Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 2nd...Upcoming Dividend • Sep 20Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).공시 • Aug 27Fujimi Incorporated to Report Q2, 2025 Results on Nov 05, 2024Fujimi Incorporated announced that they will report Q2, 2025 results on Nov 05, 2024분석 기사 • Aug 08Why We're Not Concerned Yet About Fujimi Incorporated's (TSE:5384) 28% Share Price PlungeUnfortunately for some shareholders, the Fujimi Incorporated ( TSE:5384 ) share price has dived 28% in the last thirty...New Risk • Aug 05New 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 Japanese stocks, typically moving 8.1% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Dividend is not well covered by cash flows (146% cash payout ratio).Reported Earnings • Aug 04First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥28.01 (up from JP¥24.60 in 1Q 2024). Revenue: JP¥14.7b (up 11% from 1Q 2024). Net income: JP¥2.08b (up 14% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Declared Dividend • Jul 11Final dividend of JP¥36.67 announcedShareholders will receive a dividend of JP¥36.67. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (119% earnings payout ratio) nor is it covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 32% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jun 26Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥87.61 (down from JP¥143 in FY 2023). Revenue: JP¥51.4b (down 12% from FY 2023). Net income: JP¥6.50b (down 39% from FY 2023). Profit margin: 13% (down from 18% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jun 18Is Fujimi Incorporated (TSE:5384) Trading At A 44% Discount?Key Insights Fujimi's estimated fair value is JP¥5,074 based on 2 Stage Free Cash Flow to Equity Fujimi's JP¥2,863...공시 • Jun 02Fujimi Incorporated to Report Q1, 2025 Results on Aug 02, 2024Fujimi Incorporated announced that they will report Q1, 2025 results on Aug 02, 2024Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥87.61 (down from JP¥143 in FY 2023). Revenue: JP¥51.4b (down 12% from FY 2023). Net income: JP¥6.50b (down 39% from FY 2023). Profit margin: 13% (down from 18% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 16Fujimi Incorporated Announces Dividend for the Fiscal Year 2024, Payable on June 24, 2024Fujimi Incorporated announces that it has made partial amendments to "Notice Concerning Dividend Payout" which was announced on May 13, 2024. The company announced dividend of JPY 36.67 for the fiscal year 2024. Total Amount of Dividend JPY 2,766 Millions. Effective Date June 24, 2024. Source of Dividend: Related Earnings. A 3 for 1 common stock split was conducted with an effective date of July 1, 2023. Dividend for the fiscal year ending March 31, 2024 indicated above are based on the number of shares after the stock split. Dividend for the fiscal year ending March 31, 2024 without considering the stock split are JPY 110.01 for the fiscal year-end.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,979, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 131% over the past three years.공시 • May 15Fujimi Incorporated, Annual General Meeting, Jun 21, 2024Fujimi Incorporated, Annual General Meeting, Jun 21, 2024.분석 기사 • Apr 30Fujimi's (TSE:5384) Returns Have Hit A WallIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...공시 • Mar 28Fujimi Incorporated to Report Fiscal Year 2024 Results on May 13, 2024Fujimi Incorporated announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).분석 기사 • Feb 27Fujimi Incorporated (TSE:5384) Looks Just Right With A 27% Price JumpFujimi Incorporated ( TSE:5384 ) shareholders have had their patience rewarded with a 27% share price jump in the last...Price Target Changed • Feb 05Price target increased by 7.1% to JP¥3,242Up from JP¥3,028, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥3,360. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥85.37 for next year compared to JP¥143 last year.Reported Earnings • Feb 04Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥19.14 (down from JP¥31.86 in 3Q 2023). Revenue: JP¥12.4b (down 12% from 3Q 2023). Net income: JP¥1.42b (down 40% from 3Q 2023). Profit margin: 11% (down from 17% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 03Fujimi Incorporated Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Fujimi Incorporated provided consolidated earnings guidance for the full year ending March 31, 2024. For the full year Ending March 31, 2024, the company expects net sales of JPY 49,500 million, operating profit of JPY 7,100 million and profit attributable to owners of parent of JPY 5,800 million or JPY 78.18 per share.Major Estimate Revision • Jan 29Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥51.1b to JP¥50.3b. EPS estimate also fell from JP¥92.14 per share to JP¥82.67 per share. Net income forecast to shrink 1.9% next year vs 13% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥3,028 unchanged from last update. Share price fell 3.3% to JP¥2,987 over the past week.공시 • Nov 24Fujimi Incorporated to Report Q3, 2024 Results on Feb 02, 2024Fujimi Incorporated announced that they will report Q3, 2024 results on Feb 02, 2024Major Estimate Revision • Nov 09Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥56.2b to JP¥50.2b. EPS estimate fell from JP¥119 to JP¥78.80 per share. Net income forecast to grow 4.3% next year vs 9.0% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥3,127. Share price fell 2.3% to JP¥3,025 over the past week.Reported Earnings • Nov 04Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥20.92 (down from JP¥40.79 in 2Q 2023). Revenue: JP¥12.1b (down 24% from 2Q 2023). Net income: JP¥1.55b (down 49% from 2Q 2023). Profit margin: 13% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥36.67 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 59% and the cash payout ratio is 94%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.5%).공시 • Sep 07Fujimi Incorporated to Report Q2, 2024 Results on Nov 02, 2023Fujimi Incorporated announced that they will report Q2, 2024 results on Nov 02, 2023Price Target Changed • Aug 17Price target increased by 8.0% to JP¥3,105Up from JP¥2,875, the current price target is an average from 6 analysts. New target price is 7.5% below last closing price of JP¥3,355. Stock is up 48% over the past year. The company is forecast to post earnings per share of JP¥129 for next year compared to JP¥143 last year.Board Change • Aug 09Less 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 Atsuko Yoshimura was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 06First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: JP¥24.60 (down from JP¥42.11 in 1Q 2023). Revenue: JP¥13.2b (down 13% from 1Q 2023). Net income: JP¥1.83b (down 42% from 1Q 2023). Profit margin: 14% (down from 21% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Share price has been volatile over the past 3 months (5.2% average weekly change).Reported Earnings • Jun 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥428 (up from JP¥370 in FY 2022). Revenue: JP¥58.4b (up 13% from FY 2022). Net income: JP¥10.6b (up 16% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jun 06Price target increased by 7.3% to JP¥8,208Up from JP¥7,647, the current price target is an average from 6 analysts. New target price is 13% below last closing price of JP¥9,450. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥393 for next year compared to JP¥428 last year.공시 • May 28Fujimi Incorporated to Report Q1, 2024 Results on Aug 04, 2023Fujimi Incorporated announced that they will report Q1, 2024 results on Aug 04, 2023Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥8,650, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 207% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,810 per share.공시 • May 12Fujimi Incorporated, Annual General Meeting, Jun 22, 2023Fujimi Incorporated, Annual General Meeting, Jun 22, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥428 (vs JP¥370 in FY 2022)Full year 2023 results: EPS: JP¥428 (up from JP¥370 in FY 2022). Revenue: JP¥58.4b (up 13% from FY 2022). Net income: JP¥10.6b (up 16% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 11Fujimi Incorporated Announces Dividend for the Year Ended March 31, 2023, Payable June 23, 2023Fujimi Incorporated announced dividend of JPY 110.00 per share for the year ended March 31, 2023 against JPY 100.00 per share a year ago. Effective Date: June 23, 2023.Major Estimate Revision • May 11Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥60.0b to JP¥58.4b. EPS estimate also fell from JP¥444 per share to JP¥381 per share. Net income forecast to shrink 5.1% next year vs 0.7% growth forecast for Chemicals industry in Japan . Consensus price target broadly unchanged at JP¥7,647. Share price rose 8.8% to JP¥7,780 over the past week.Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 03Third quarter 2023 earnings: EPS in line with expectations, revenues disappointThird quarter 2023 results: EPS: JP¥95.58 (down from JP¥99.79 in 3Q 2022). Revenue: JP¥14.1b (up 5.7% from 3Q 2022). Net income: JP¥2.37b (down 4.0% from 3Q 2022). Profit margin: 17% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공시 • Feb 03+ 1 more updateFujimi Provides Dividend Guidance for the Year Ending March 31, 2023Fujimi Incorporated expects dividend of JPY 110.00 per share for the year ending March 31, 2023.공시 • Nov 27Fujimi Incorporated to Report Q3, 2023 Results on Feb 02, 2023Fujimi Incorporated announced that they will report Q3, 2023 results on Feb 02, 2023Reported Earnings • Nov 06Second quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2023 results: EPS: JP¥122 (up from JP¥101 in 2Q 2022). Revenue: JP¥16.0b (up 24% from 2Q 2022). Net income: JP¥3.03b (up 21% from 2Q 2022). Profit margin: 19% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공시 • Nov 05Fujimi Incorporated (TSE:5384) announces an Equity Buyback for 150,000 shares, representing 0.56% for ¥924 million.Fujimi Incorporated (TSE:5384) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.56% of its issued share capital (excluding treasury stock), for a total purchase price of ¥924 million. The shares will be repurchased at a price of ¥6,160 per share. The purpose of the program is to enable flexible implementation of capital policy in response to changes in the business environment. As of September 30, 2022, the company had 26,699,500 issued shares (excluding treasury stock) and 1,428,341 treasury shares.이익 및 매출 성장 예측TSE:5384 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202988,80013,600N/AN/A13/31/202884,31013,2436,87316,36543/31/202774,90011,1003,45614,13013/31/202669,4049,059-9,63612,599N/A12/31/202567,1589,929N/AN/AN/A9/30/202565,2539,729-8,54410,028N/A6/30/202564,1599,212N/AN/AN/A3/31/202562,5039,42814312,987N/A12/31/202460,4378,967N/AN/AN/A9/30/202456,8177,4923,9799,947N/A6/30/202452,9366,752N/AN/AN/A3/31/202451,4236,4993,7147,452N/A12/31/202350,9566,868N/AN/AN/A9/30/202352,6497,8165,7608,869N/A6/30/202356,4839,296N/AN/AN/A3/31/202358,39410,5945,6157,377N/A12/31/202258,29310,409N/AN/AN/A9/30/202257,53710,5085,8607,582N/A6/30/202254,4809,979N/AN/AN/A3/31/202251,7319,1567,6859,301N/A12/31/202149,4998,392N/AN/AN/A9/30/202146,8207,5557,0408,500N/A6/30/202143,9086,256N/AN/AN/A3/31/202141,9565,6077,4568,743N/A12/31/202040,9455,423N/AN/AN/A9/30/202039,9514,9135,7397,780N/A6/30/202039,7974,935N/AN/AN/A3/31/202038,4084,2703,9636,232N/A12/31/201937,1733,969N/AN/AN/A9/30/201937,1154,138N/A5,452N/A6/30/201937,1744,021N/AN/AN/A3/31/201937,3944,265N/A4,397N/A12/31/201837,6523,903N/AN/AN/A9/30/201837,5343,703N/A4,538N/A6/30/201836,3343,490N/AN/AN/A3/31/201835,7883,011N/A3,671N/A12/31/201735,1763,299N/AN/AN/A9/30/201734,2553,287N/A4,127N/A6/30/201733,9813,405N/AN/AN/A3/31/201733,0923,350N/A5,785N/A12/31/201632,2252,989N/AN/AN/A9/30/201631,2562,317N/A3,918N/A6/30/201631,1032,113N/AN/AN/A3/31/201631,7552,346N/A2,869N/A12/31/201532,4633,034N/AN/AN/A9/30/201533,2053,576N/A4,838N/A6/30/201533,7553,904N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 5384 의 연간 예상 수익 증가율(15.5%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 5384 의 연간 수익(15.5%)이 JP 시장(7.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 5384 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 5384 의 수익(연간 8.9%)이 JP 시장(연간 4.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 5384 의 수익(연간 8.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 5384의 자본 수익률은 3년 후 13.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/18 08:16종가2026/05/18 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 소스Fujimi Incorporated는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Niima KomuraBofA Global ResearchAyaka InomataDaiwa Securities Co. Ltd.Yoshikazu HigurashiDeutsche Bank8명의 분석가 더 보기
분석 기사 • Feb 05Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFujimi Incorporated ( TSE:5384 ) just released its latest quarterly results and things are looking bullish. It was...
Price Target Changed • Feb 04Price target increased by 8.9% to JP¥3,038Up from JP¥2,790, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,960. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥127 last year.
분석 기사 • Nov 07Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...
분석 기사 • Aug 11Fujimi Incorporated Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowTSE:5384 1 Year Share Price vs Fair Value Explore Fujimi's Fair Values from the Community and select yours Fujimi...
분석 기사 • Feb 06Fujimi Incorporated Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextShareholders might have noticed that Fujimi Incorporated ( TSE:5384 ) filed its quarterly result this time last week...
분석 기사 • Nov 08Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...
Reported Earnings • 9hFull year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥122 (down from JP¥127 in FY 2025). Revenue: JP¥69.4b (up 11% from FY 2025). Net income: JP¥9.06b (down 3.9% from FY 2025). Profit margin: 13% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
공시 • May 14Fujimi Incorporated, Annual General Meeting, Jun 24, 2026Fujimi Incorporated, Annual General Meeting, Jun 24, 2026.
공시 • May 09Fujimi Incorporated to Report Fiscal Year 2026 Results on May 14, 2026Fujimi Incorporated announced that they will report fiscal year 2026 results on May 14, 2026
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,774, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,989 per share.
Buy Or Sell Opportunity • Mar 03Now 22% undervaluedOver the last 90 days, the stock has risen 30% to JP¥3,090. The fair value is estimated to be JP¥3,977, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock has risen 32% to JP¥3,065. The fair value is estimated to be JP¥3,883, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
분석 기사 • Feb 12Fujimi Incorporated's (TSE:5384) 26% Share Price Surge Not Quite Adding UpDespite an already strong run, Fujimi Incorporated ( TSE:5384 ) shares have been powering on, with a gain of 26% in the...
분석 기사 • Feb 05Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFujimi Incorporated ( TSE:5384 ) just released its latest quarterly results and things are looking bullish. It was...
Reported Earnings • Feb 05Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥41.72 (up from JP¥39.03 in 3Q 2025). Revenue: JP¥18.0b (up 12% from 3Q 2025). Net income: JP¥3.10b (up 6.9% from 3Q 2025). Profit margin: 17% (in line with 3Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 04Price target increased by 8.9% to JP¥3,038Up from JP¥2,790, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,960. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥127 last year.
Buy Or Sell Opportunity • Jan 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,670. The fair value is estimated to be JP¥2,209, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 4.3%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
분석 기사 • Jan 14Fujimi (TSE:5384) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Dec 05Fujimi (TSE:5384) Is Paying Out A Dividend Of ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 25th...
Declared Dividend • Dec 05First half dividend of JP¥36.67 announcedDividend of JP¥36.67 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Dec 02Fujimi Incorporated to Report Q3, 2026 Results on Feb 03, 2026Fujimi Incorporated announced that they will report Q3, 2026 results on Feb 03, 2026
분석 기사 • Nov 19Impressive Earnings May Not Tell The Whole Story For Fujimi (TSE:5384)Last week's profit announcement from Fujimi Incorporated ( TSE:5384 ) was underwhelming for investors, despite headline...
분석 기사 • Nov 07Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...
Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥37.87 (up from JP¥30.90 in 2Q 2025). Revenue: JP¥17.1b (up 6.8% from 2Q 2025). Net income: JP¥2.81b (up 23% from 2Q 2025). Profit margin: 16% (up from 14% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Nov 04Fujimi (TSE:5384) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Oct 11Investor Optimism Abounds Fujimi Incorporated (TSE:5384) But Growth Is LackingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Fujimi...
분석 기사 • Sep 25Fujimi (TSE:5384) Has Affirmed Its Dividend Of ¥36.67Fujimi Incorporated's ( TSE:5384 ) investors are due to receive a payment of ¥36.67 per share on 4th of December. This...
공시 • Sep 25Fujimi Incorporated to Report Q2, 2026 Results on Nov 05, 2025Fujimi Incorporated announced that they will report Q2, 2026 results on Nov 05, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
분석 기사 • Sep 01Slowing Rates Of Return At Fujimi (TSE:5384) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Aug 11Fujimi Incorporated Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowTSE:5384 1 Year Share Price vs Fair Value Explore Fujimi's Fair Values from the Community and select yours Fujimi...
Reported Earnings • Aug 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥25.10 (down from JP¥28.01 in 1Q 2025). Revenue: JP¥16.4b (up 11% from 1Q 2025). Net income: JP¥1.86b (down 10% from 1Q 2025). Profit margin: 11% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Aug 07Fujimi's (TSE:5384) Dividend Will Be ¥36.67Fujimi Incorporated ( TSE:5384 ) will pay a dividend of ¥36.67 on the 4th of December. This makes the dividend yield...
분석 기사 • Jul 24Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 4th of December...
분석 기사 • Jul 10Fujimi's (TSE:5384) Dividend Will Be ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 4th...
Declared Dividend • Jul 09Final dividend of JP¥36.67 announcedDividend of JP¥36.67 is the same as last year. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but not covered by cash flows (dividend approximately 38x free cash flows). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jul 02Fujimi Incorporated Announces Director AppointmentsFujimi Incorporated at its Annual General Shareholders' meeting held on June 24, 2025 announced the appointment of Katsuyuki Hibi, Naoko Yamazaki, Shuhei Ishikawa as directors.
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥127 (up from JP¥87.61 in FY 2024). Revenue: JP¥62.5b (up 22% from FY 2024). Net income: JP¥9.43b (up 45% from FY 2024). Profit margin: 15% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Jun 24Fujimi Incorporated Approves Independent Committee Changes, Effective June 24, 2025Fujimi Incorporated announced at the 72nd Annual General Shareholders Meeting held on June 21, 2024, the continuation of Policy for Measures against Large-Scale Acquisitions of Share Certificates, Etc. of the Company (Policy for Responding to Takeover Attempts), including the appointment of three members to the Independent Committee, was approved. One of the members, Mr. Masahiko Takahashi, an Outside Corporate Auditor and a member of the Independent Committee, resigned from both roles upon the conclusion of the 73rd Annual General Shareholders Meeting held on June 24, 2025 (hereinafter referred to as this Shareholders Meeting). In connection with this, Mr. Kazunori Shibata, who was newly appointed as an Outside Corporate Auditor at this Shareholders Meeting, was appointed as a member of the Independent Committee at the Board of Directors meeting held on the same day, as outlined: Newly Appointed Member of the Independent Committee: Name: Kazunori Shibata; Career Summary: Oct. 1979 Joined Marunouchi Accounting and Auditing Firm; Mar. 1983 Registered as a Certified Public Accountant; Feb. 1988 Joined Ohta Showa Audit Corporation Nagoya Office (currently Ernst & Young ShinNihon LLC); Jun. 2002 Outside Auditor of HONDA VERNO TOKAI Co. Ltd. (currently VT HOLDINGS Co. Ltd.); Jun. 2004 Outside Auditor of Trust Co. Ltd.; Sept. 2006 General Manager and Representative Partner of Gyosei & Co. Nagoya Office; Sept. 2007 Outside Auditor of Sasatoku Printing Co. Ltd.; Jun. 2016 Chairman of The Japanese Institute of Certified Public Accountants Tokai Chapter.; Jun. 2020 Audit and Supervisory Committee member of SUNCORPORATION; Apr. 2021 General Manager and Representative Partner of Hokushin Tax Corporation (current position); Apr. 2023 Audit and Supervisory Committee member of Sasatoku Printing Co. Ltd. (current position); Jun. 2024 Audit and Supervisory Committee member of VT HOLDINGS Co. Ltd. (current position). Date of Appointment: June 24, 2025. As a result, the members of the Independent Committee as of June 24, 2025 are three individuals: Mr. Masami Kawashita (Outside Director), Ms. Atsuko Yoshimura (Outside Director), and Mr. Kazunori Shibata (Outside Corporate Auditor).
공시 • May 31Fujimi Incorporated to Report Q1, 2026 Results on Aug 06, 2025Fujimi Incorporated announced that they will report Q1, 2026 results on Aug 06, 2025
분석 기사 • May 20Fujimi (TSE:5384) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfFujimi Incorporated's ( TSE:5384 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥127 (up from JP¥87.61 in FY 2024). Revenue: JP¥62.5b (up 22% from FY 2024). Net income: JP¥9.43b (up 45% from FY 2024). Profit margin: 15% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • May 13Fujimi Incorporated, Annual General Meeting, Jun 24, 2025Fujimi Incorporated, Annual General Meeting, Jun 24, 2025.
분석 기사 • Apr 14Fujimi Incorporated's (TSE:5384) Shareholders Might Be Looking For ExitWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider Fujimi...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,573, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Chemicals industry in Japan. Total loss to shareholders of 12% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
분석 기사 • Mar 03Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend on the 24th of June, with...
공시 • Mar 01Fujimi Incorporated to Report Fiscal Year 2025 Results on May 13, 2025Fujimi Incorporated announced that they will report fiscal year 2025 results on May 13, 2025
분석 기사 • Feb 06Fujimi Incorporated Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextShareholders might have noticed that Fujimi Incorporated ( TSE:5384 ) filed its quarterly result this time last week...
Reported Earnings • Feb 05Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥39.03 (up from JP¥19.14 in 3Q 2024). Revenue: JP¥16.0b (up 29% from 3Q 2024). Net income: JP¥2.90b (up 104% from 3Q 2024). Profit margin: 18% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
분석 기사 • Dec 30Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67Fujimi Incorporated's ( TSE:5384 ) investors are due to receive a payment of ¥36.67 per share on 24th of June. The...
분석 기사 • Dec 05Fujimi (TSE:5384) Will Pay A Dividend Of ¥36.67Fujimi Incorporated's ( TSE:5384 ) investors are due to receive a payment of ¥36.67 per share on 24th of June. The...
Declared Dividend • Dec 05First half dividend of JP¥36.67 announcedDividend of JP¥36.67 is the same as last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 30Fujimi Incorporated to Report Q3, 2025 Results on Feb 04, 2025Fujimi Incorporated announced that they will report Q3, 2025 results on Feb 04, 2025
분석 기사 • Nov 08Earnings Beat: Fujimi Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, Fujimi Incorporated ( TSE:5384 ) came out with a strong set of half-yearly numbers that could potentially...
Reported Earnings • Nov 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥30.90 (up from JP¥20.92 in 2Q 2024). Revenue: JP¥16.0b (up 32% from 2Q 2024). Net income: JP¥2.29b (up 48% from 2Q 2024). Profit margin: 14% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% 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.
분석 기사 • Nov 07Is There An Opportunity With Fujimi Incorporated's (TSE:5384) 47% Undervaluation?Key Insights The projected fair value for Fujimi is JP¥4,695 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 • Oct 17Slowing Rates Of Return At Fujimi (TSE:5384) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
분석 기사 • Sep 24Fujimi (TSE:5384) Is Due To Pay A Dividend Of ¥36.67The board of Fujimi Incorporated ( TSE:5384 ) has announced that it will pay a dividend of ¥36.67 per share on the 2nd...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
공시 • Aug 27Fujimi Incorporated to Report Q2, 2025 Results on Nov 05, 2024Fujimi Incorporated announced that they will report Q2, 2025 results on Nov 05, 2024
분석 기사 • Aug 08Why We're Not Concerned Yet About Fujimi Incorporated's (TSE:5384) 28% Share Price PlungeUnfortunately for some shareholders, the Fujimi Incorporated ( TSE:5384 ) share price has dived 28% in the last thirty...
New Risk • Aug 05New 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 Japanese stocks, typically moving 8.1% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Dividend is not well covered by cash flows (146% cash payout ratio).
Reported Earnings • Aug 04First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥28.01 (up from JP¥24.60 in 1Q 2024). Revenue: JP¥14.7b (up 11% from 1Q 2024). Net income: JP¥2.08b (up 14% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 11Final dividend of JP¥36.67 announcedShareholders will receive a dividend of JP¥36.67. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (119% earnings payout ratio) nor is it covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 32% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jun 26Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥87.61 (down from JP¥143 in FY 2023). Revenue: JP¥51.4b (down 12% from FY 2023). Net income: JP¥6.50b (down 39% from FY 2023). Profit margin: 13% (down from 18% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jun 18Is Fujimi Incorporated (TSE:5384) Trading At A 44% Discount?Key Insights Fujimi's estimated fair value is JP¥5,074 based on 2 Stage Free Cash Flow to Equity Fujimi's JP¥2,863...
공시 • Jun 02Fujimi Incorporated to Report Q1, 2025 Results on Aug 02, 2024Fujimi Incorporated announced that they will report Q1, 2025 results on Aug 02, 2024
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥87.61 (down from JP¥143 in FY 2023). Revenue: JP¥51.4b (down 12% from FY 2023). Net income: JP¥6.50b (down 39% from FY 2023). Profit margin: 13% (down from 18% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 16Fujimi Incorporated Announces Dividend for the Fiscal Year 2024, Payable on June 24, 2024Fujimi Incorporated announces that it has made partial amendments to "Notice Concerning Dividend Payout" which was announced on May 13, 2024. The company announced dividend of JPY 36.67 for the fiscal year 2024. Total Amount of Dividend JPY 2,766 Millions. Effective Date June 24, 2024. Source of Dividend: Related Earnings. A 3 for 1 common stock split was conducted with an effective date of July 1, 2023. Dividend for the fiscal year ending March 31, 2024 indicated above are based on the number of shares after the stock split. Dividend for the fiscal year ending March 31, 2024 without considering the stock split are JPY 110.01 for the fiscal year-end.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,979, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 131% over the past three years.
공시 • May 15Fujimi Incorporated, Annual General Meeting, Jun 21, 2024Fujimi Incorporated, Annual General Meeting, Jun 21, 2024.
분석 기사 • Apr 30Fujimi's (TSE:5384) Returns Have Hit A WallIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
공시 • Mar 28Fujimi Incorporated to Report Fiscal Year 2024 Results on May 13, 2024Fujimi Incorporated announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.67 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).
분석 기사 • Feb 27Fujimi Incorporated (TSE:5384) Looks Just Right With A 27% Price JumpFujimi Incorporated ( TSE:5384 ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Price Target Changed • Feb 05Price target increased by 7.1% to JP¥3,242Up from JP¥3,028, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥3,360. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥85.37 for next year compared to JP¥143 last year.
Reported Earnings • Feb 04Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥19.14 (down from JP¥31.86 in 3Q 2023). Revenue: JP¥12.4b (down 12% from 3Q 2023). Net income: JP¥1.42b (down 40% from 3Q 2023). Profit margin: 11% (down from 17% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 03Fujimi Incorporated Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Fujimi Incorporated provided consolidated earnings guidance for the full year ending March 31, 2024. For the full year Ending March 31, 2024, the company expects net sales of JPY 49,500 million, operating profit of JPY 7,100 million and profit attributable to owners of parent of JPY 5,800 million or JPY 78.18 per share.
Major Estimate Revision • Jan 29Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥51.1b to JP¥50.3b. EPS estimate also fell from JP¥92.14 per share to JP¥82.67 per share. Net income forecast to shrink 1.9% next year vs 13% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥3,028 unchanged from last update. Share price fell 3.3% to JP¥2,987 over the past week.
공시 • Nov 24Fujimi Incorporated to Report Q3, 2024 Results on Feb 02, 2024Fujimi Incorporated announced that they will report Q3, 2024 results on Feb 02, 2024
Major Estimate Revision • Nov 09Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥56.2b to JP¥50.2b. EPS estimate fell from JP¥119 to JP¥78.80 per share. Net income forecast to grow 4.3% next year vs 9.0% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥3,127. Share price fell 2.3% to JP¥3,025 over the past week.
Reported Earnings • Nov 04Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥20.92 (down from JP¥40.79 in 2Q 2023). Revenue: JP¥12.1b (down 24% from 2Q 2023). Net income: JP¥1.55b (down 49% from 2Q 2023). Profit margin: 13% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥36.67 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 59% and the cash payout ratio is 94%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.5%).
공시 • Sep 07Fujimi Incorporated to Report Q2, 2024 Results on Nov 02, 2023Fujimi Incorporated announced that they will report Q2, 2024 results on Nov 02, 2023
Price Target Changed • Aug 17Price target increased by 8.0% to JP¥3,105Up from JP¥2,875, the current price target is an average from 6 analysts. New target price is 7.5% below last closing price of JP¥3,355. Stock is up 48% over the past year. The company is forecast to post earnings per share of JP¥129 for next year compared to JP¥143 last year.
Board Change • Aug 09Less 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 Atsuko Yoshimura was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 06First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: JP¥24.60 (down from JP¥42.11 in 1Q 2023). Revenue: JP¥13.2b (down 13% from 1Q 2023). Net income: JP¥1.83b (down 42% from 1Q 2023). Profit margin: 14% (down from 21% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Share price has been volatile over the past 3 months (5.2% average weekly change).
Reported Earnings • Jun 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥428 (up from JP¥370 in FY 2022). Revenue: JP¥58.4b (up 13% from FY 2022). Net income: JP¥10.6b (up 16% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 06Price target increased by 7.3% to JP¥8,208Up from JP¥7,647, the current price target is an average from 6 analysts. New target price is 13% below last closing price of JP¥9,450. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥393 for next year compared to JP¥428 last year.
공시 • May 28Fujimi Incorporated to Report Q1, 2024 Results on Aug 04, 2023Fujimi Incorporated announced that they will report Q1, 2024 results on Aug 04, 2023
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥8,650, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 207% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,810 per share.
공시 • May 12Fujimi Incorporated, Annual General Meeting, Jun 22, 2023Fujimi Incorporated, Annual General Meeting, Jun 22, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥428 (vs JP¥370 in FY 2022)Full year 2023 results: EPS: JP¥428 (up from JP¥370 in FY 2022). Revenue: JP¥58.4b (up 13% from FY 2022). Net income: JP¥10.6b (up 16% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 11Fujimi Incorporated Announces Dividend for the Year Ended March 31, 2023, Payable June 23, 2023Fujimi Incorporated announced dividend of JPY 110.00 per share for the year ended March 31, 2023 against JPY 100.00 per share a year ago. Effective Date: June 23, 2023.
Major Estimate Revision • May 11Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥60.0b to JP¥58.4b. EPS estimate also fell from JP¥444 per share to JP¥381 per share. Net income forecast to shrink 5.1% next year vs 0.7% growth forecast for Chemicals industry in Japan . Consensus price target broadly unchanged at JP¥7,647. Share price rose 8.8% to JP¥7,780 over the past week.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 03Third quarter 2023 earnings: EPS in line with expectations, revenues disappointThird quarter 2023 results: EPS: JP¥95.58 (down from JP¥99.79 in 3Q 2022). Revenue: JP¥14.1b (up 5.7% from 3Q 2022). Net income: JP¥2.37b (down 4.0% from 3Q 2022). Profit margin: 17% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공시 • Feb 03+ 1 more updateFujimi Provides Dividend Guidance for the Year Ending March 31, 2023Fujimi Incorporated expects dividend of JPY 110.00 per share for the year ending March 31, 2023.
공시 • Nov 27Fujimi Incorporated to Report Q3, 2023 Results on Feb 02, 2023Fujimi Incorporated announced that they will report Q3, 2023 results on Feb 02, 2023
Reported Earnings • Nov 06Second quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2023 results: EPS: JP¥122 (up from JP¥101 in 2Q 2022). Revenue: JP¥16.0b (up 24% from 2Q 2022). Net income: JP¥3.03b (up 21% from 2Q 2022). Profit margin: 19% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공시 • Nov 05Fujimi Incorporated (TSE:5384) announces an Equity Buyback for 150,000 shares, representing 0.56% for ¥924 million.Fujimi Incorporated (TSE:5384) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.56% of its issued share capital (excluding treasury stock), for a total purchase price of ¥924 million. The shares will be repurchased at a price of ¥6,160 per share. The purpose of the program is to enable flexible implementation of capital policy in response to changes in the business environment. As of September 30, 2022, the company had 26,699,500 issued shares (excluding treasury stock) and 1,428,341 treasury shares.