View ValuationYamaichi ElectronicsLtd 향후 성장Future 기준 점검 2/6Yamaichi ElectronicsLtd은 연간 수입과 매출이 각각 5.5%와 8.5% 증가할 것으로 예상되고 EPS는 연간 5.5%만큼 증가할 것으로 예상됩니다.핵심 정보5.5%이익 성장률5.50%EPS 성장률Semiconductor 이익 성장26.7%매출 성장률8.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트01 Jun 2026최근 향후 성장 업데이트Price Target Changed • Dec 27Price target increased by 26% to JP¥5,100Up from JP¥4,050, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥5,880. Stock is up 150% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥259 last year.Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥49.5b to JP¥46.0b. EPS estimate also fell from JP¥302 per share to JP¥249 per share. Net income forecast to grow 14% next year vs 7.6% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,150. Share price fell 5.0% to JP¥2,120 over the past week.Major Estimate Revision • May 23Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥41.5b to JP¥46.0b. EPS estimate increased from JP¥161 to JP¥245 per share. Net income forecast to grow 143% next year vs 17% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 6.7% to JP¥3,655 over the past week.Major Estimate Revision • Sep 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.5b to JP¥38.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 53% next year vs 5.4% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 3.2% to JP¥1,781 over the past week.Major Estimate Revision • Aug 18Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥42.0b to JP¥38.5b. EPS estimate also fell from JP¥226 per share to JP¥166 per share. Net income forecast to shrink 28% next year vs 5.7% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.5% to JP¥1,781 over the past week.Major Estimate Revision • Sep 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥48.0b to JP¥47.4b. EPS estimate rose from JP¥317 to JP¥351. Net income forecast to shrink 6.9% next year vs 6.1% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥5,500 unchanged from last update. Share price was steady at JP¥2,028 over the past week.모든 업데이트 보기Recent updates공시 • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026.공시 • May 10Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥9,530, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 441% over the past three years.분석 기사 • Feb 09Yamaichi ElectronicsLtd (TSE:6941) Will Pay A Larger Dividend Than Last Year At ¥97.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥97.00 on...분석 기사 • Feb 08There's Reason For Concern Over Yamaichi Electronics Co.,Ltd.'s (TSE:6941) Massive 56% Price JumpYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders have had their patience rewarded with a 56% share price jump in...Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥126 (vs JP¥19.54 in 3Q 2025)Third quarter 2026 results: EPS: JP¥126 (up from JP¥19.54 in 3Q 2025). Revenue: JP¥12.9b (up 50% from 3Q 2025). Net income: JP¥2.33b (up 492% from 3Q 2025). Profit margin: 18% (up from 4.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 338% over the past three years.분석 기사 • Jan 18Yamaichi ElectronicsLtd (TSE:6941) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...분석 기사 • Dec 31Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥70.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥70.00 on...Price Target Changed • Dec 27Price target increased by 26% to JP¥5,100Up from JP¥4,050, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥5,880. Stock is up 150% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥259 last year.분석 기사 • Dec 16Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...공시 • Dec 16Yamaichi Electronics Co.,Ltd. to Report Q3, 2026 Results on Feb 04, 2026Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026분석 기사 • Nov 30Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Nov 29First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥5,970, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,068 per share.Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥101 (vs JP¥44.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥101 (up from JP¥44.74 in 2Q 2025). Revenue: JP¥12.1b (down 3.0% from 2Q 2025). Net income: JP¥1.86b (up 105% from 2Q 2025). Profit margin: 15% (up from 7.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.New Risk • Nov 05New 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 5.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).분석 기사 • Oct 30Yamaichi Electronics Co.,Ltd.'s (TSE:6941) P/E Is Still On The Mark Following 27% Share Price BounceDespite an already strong run, Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,500, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,195 per share.공시 • Sep 30Yamaichi Electronics Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥151 (vs JP¥156 in 1Q 2025)First quarter 2026 results: EPS: JP¥151 (down from JP¥156 in 1Q 2025). Revenue: JP¥14.7b (down 3.1% from 1Q 2025). Net income: JP¥2.79b (down 12% from 1Q 2025). Profit margin: 19% (down from 21% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.분석 기사 • Jul 24Yamaichi ElectronicsLtd (TSE:6941) Has Affirmed Its Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...분석 기사 • Jul 10Yamaichi ElectronicsLtd (TSE:6941) Is Due To Pay A Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...Declared Dividend • Jul 09Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.공시 • Jun 29Yamaichi Electronics Co.,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,416, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,494 per share.공시 • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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. Share price has been volatile over the past 3 months (6.0% average weekly change).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¥1,709, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Semiconductor industry in Japan. Total returns to shareholders of 15% over the past three years.공시 • Mar 21Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 1,250,000 shares, representing 6.36% for ¥2,500 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 6.36% of its issued share capital, for ¥ 2,500 million. The purpose of the program is to increase corporate value and implement a flexible capital policy that takes into account capital costs and stock prices. The program is valid till May 31, 2025. As of March 21, 2025, there are 19,647,444 outstanding shares (excluding treasury stock) and 2,182,331 treasury shares.Upcoming Dividend • Mar 21Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).공시 • Mar 20Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥49.5b to JP¥46.0b. EPS estimate also fell from JP¥302 per share to JP¥249 per share. Net income forecast to grow 14% next year vs 7.6% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,150. Share price fell 5.0% to JP¥2,120 over the past week.Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥19.54 (vs JP¥9.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.54 (up from JP¥9.29 in 3Q 2024). Revenue: JP¥8.56b (up 1.8% from 3Q 2024). Net income: JP¥393.0m (up 107% from 3Q 2024). Profit margin: 4.6% (up from 2.3% in 3Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Feb 05Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 450,000 shares, representing 2.24% for KRW 1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 2.24% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until July 31, 2025. As of December 31, 2024, the company had 20,097,469 shares in issue (excluding treasury stock) and 1,732,306 shares in treasury.분석 기사 • Dec 30Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) will increase its dividend from last year's comparable payment on the 27th...분석 기사 • Dec 14Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be increasing its dividend from last year's...공시 • Dec 14Yamaichi Electronics Co.,Ltd. to Report Q3, 2025 Results on Feb 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025분석 기사 • Nov 30Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥54.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥54.00 on...Declared Dividend • Nov 30First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (5% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥44.74 (vs JP¥41.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.74 (up from JP¥41.60 in 2Q 2024). Revenue: JP¥12.5b (up 27% from 2Q 2024). Net income: JP¥909.0m (up 6.8% from 2Q 2024). Profit margin: 7.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.분석 기사 • Sep 21Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...공시 • Sep 20Yamaichi Electronics Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).분석 기사 • Sep 06Is Yamaichi ElectronicsLtd (TSE:6941) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥156 (vs JP¥16.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥156 (up from JP¥16.76 in 1Q 2024). Revenue: JP¥15.1b (up 72% from 1Q 2024). Net income: JP¥3.18b (up JP¥2.84b from 1Q 2024). Profit margin: 21% (up from 3.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.분석 기사 • Aug 05Yamaichi Electronics Co.,Ltd. (TSE:6941) Shares Slammed 27% But Getting In Cheap Might Be Difficult RegardlessYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders won't be pleased to see that the share price has had a very...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,357, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 60% over the past three years.분석 기사 • Jul 26Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00Yamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...분석 기사 • Jul 12Yamaichi Electronics' (TSE:6941) Dividend Will Be Increased To ¥35.00The board of Yamaichi Electronics Co., Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...New Risk • Jun 22New 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 7.4% 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 (7.4% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (5.7% net profit margin).공시 • Jun 17Yamaichi Electronics Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Buy Or Sell Opportunity • May 30Now 21% undervaluedOver the last 90 days, the stock has risen 52% to JP¥3,475. The fair value is estimated to be JP¥4,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.분석 기사 • May 23Analysts Just Made An Incredible Upgrade To Their Yamaichi Electronics Co., Ltd. (TSE:6941) ForecastsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shareholders will have a reason to smile today, with the analysts making...Major Estimate Revision • May 23Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥41.5b to JP¥46.0b. EPS estimate increased from JP¥161 to JP¥245 per share. Net income forecast to grow 143% next year vs 17% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 6.7% to JP¥3,655 over the past week.분석 기사 • May 21Yamaichi Electronics Co., Ltd.'s (TSE:6941) 48% Jump Shows Its Popularity With InvestorsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shares have continued their recent momentum with a 48% gain in the last...Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥100 (down from JP¥346 in FY 2023). Revenue: JP¥36.4b (down 23% from FY 2023). Net income: JP¥2.06b (down 71% from FY 2023). Profit margin: 5.7% (down from 15% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor 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 34% per year, which means it is well ahead of earnings.공시 • May 16Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,270, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,150 per share.공시 • May 15Yamaichi Electronics Co., Ltd. (TSE:6941) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until December 31, 2024. As of March 31, 2024, the company had 20,443,377 shares in issue (excluding treasury stock) and 1,386,398 shares in treasury.분석 기사 • Apr 30Yamaichi Electronics (TSE:6941) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock has risen 36% to JP¥2,495. The fair value is estimated to be JP¥3,157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.공시 • Mar 23Yamaichi Electronics Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Yamaichi Electronics Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥9.29 (vs JP¥30.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.29 (down from JP¥30.33 in 3Q 2023). Revenue: JP¥8.41b (down 15% from 3Q 2023). Net income: JP¥190.0m (down 70% from 3Q 2023). Profit margin: 2.3% (down from 6.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.공시 • Dec 28Yamaichi Electronics Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥41.60 (down from JP¥128 in 2Q 2023). Revenue: JP¥9.79b (down 30% from 2Q 2023). Net income: JP¥851.0m (down 68% from 2Q 2023). Profit margin: 8.7% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Sep 23Yamaichi Electronics Co.,Ltd. to Report Q2, 2024 Results on Nov 07, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Major Estimate Revision • Sep 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.5b to JP¥38.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 53% next year vs 5.4% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 3.2% to JP¥1,781 over the past week.New Risk • Aug 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.5% per year for the foreseeable future. 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 (12% net profit margin).Major Estimate Revision • Aug 18Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥42.0b to JP¥38.5b. EPS estimate also fell from JP¥226 per share to JP¥166 per share. Net income forecast to shrink 28% next year vs 5.7% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.5% to JP¥1,781 over the past week.New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 18% 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 (12% net profit margin).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥16.76 (vs JP¥123 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.76 (down from JP¥123 in 1Q 2023). Revenue: JP¥8.82b (down 33% from 1Q 2023). Net income: JP¥347.0m (down 87% from 1Q 2023). Profit margin: 3.9% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,924, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,643 per share.공시 • Jun 23Yamaichi Electronics Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥346 (up from JP¥319 in FY 2022). Revenue: JP¥47.0b (up 19% from FY 2022). Net income: JP¥7.21b (up 6.5% from FY 2022). Profit margin: 15% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to stay flat during the next 2 years compared to a 6.9% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% 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 14+ 1 more updateYamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥30.33 (vs JP¥88.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.33 (down from JP¥88.38 in 3Q 2022). Revenue: JP¥9.89b (down 2.6% from 3Q 2022). Net income: JP¥629.0m (down 66% from 3Q 2022). Profit margin: 6.4% (down from 18% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. 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 2% per year, which means it is significantly lagging earnings.공시 • Dec 21Yamaichi Electronics Co.,Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Toshihisa Yoda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Sep 22Yamaichi Electronics Co.,Ltd. to Report Q2, 2023 Results on Nov 14, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).Major Estimate Revision • Sep 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥48.0b to JP¥47.4b. EPS estimate rose from JP¥317 to JP¥351. Net income forecast to shrink 6.9% next year vs 6.1% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥5,500 unchanged from last update. Share price was steady at JP¥2,028 over the past week.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥123 (vs JP¥67.55 in 1Q 2022)First quarter 2023 results: EPS: JP¥123 (up from JP¥67.55 in 1Q 2022). Revenue: JP¥13.2b (up 48% from 1Q 2022). Net income: JP¥2.59b (up 79% from 1Q 2022). Profit margin: 20% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.4% compared to a 22% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • Jun 25Yamaichi Electronics Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022공시 • May 28Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 400,000 shares, representing 1.89% for ¥700 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 1.89% of its share capital, for ¥700 million. The company will repurchase its shares in order to return profits to shareholders by implementing agile capital policies and improving capital efficiency in response to changes in the business environment. The share repurchase program will run until September 30, 2022. As of March 31, 2022, the company had 21,136,490 shares outstanding (excluding treasury shares) and 2,193,285 shares in treasury.Reported Earnings • May 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥319 (up from JP¥121 in FY 2021). Revenue: JP¥39.6b (up 43% from FY 2021). Net income: JP¥6.77b (up 161% from FY 2021). Profit margin: 17% (up from 9.4% in FY 2021). 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 11%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 18Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥38.0b to JP¥41.0b. EPS estimate increased from JP¥238 to JP¥274 per share. Net income forecast to grow 6.7% next year vs 10% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,500 to JP¥4,500. Share price rose 5.5% to JP¥1,793 over the past week.공시 • May 15Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022.Price Target Changed • Apr 27Price target increased to JP¥3,500Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 116% above last closing price of JP¥1,623. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥287 for next year compared to JP¥121 last year.이익 및 매출 성장 예측TSE:6941 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202972,00011,400N/AN/A13/31/202860,8339,670N/AN/A33/31/202760,6559,675N/AN/A23/31/202652,6989,0737,46610,053N/A12/31/202548,7577,732N/AN/AN/A9/30/202544,4605,8005,0417,505N/A6/30/202544,8314,844N/AN/AN/A3/31/202545,2985,2406,1589,005N/A12/31/202445,5445,156N/AN/AN/A9/30/202445,3944,9534,5048,959N/A6/30/202442,7234,895N/AN/AN/A3/31/202436,4232,060-1,2773,230N/A12/31/202336,9432,727N/AN/AN/A9/30/202338,4253,1663,6778,052N/A6/30/202342,6154,970N/AN/AN/A3/31/202346,9857,2126,61110,846N/A12/31/202247,9197,797N/AN/AN/A9/30/202248,1789,0366,8399,509N/A6/30/202243,8607,915N/AN/AN/A3/31/202239,5746,7715,3137,637N/A12/31/202135,5915,495N/AN/AN/A9/30/202132,1713,9423,3335,850N/A6/30/202130,0713,566N/AN/AN/A3/31/202127,6732,5921,4473,724N/A12/31/202027,3482,451N/AN/AN/A9/30/202027,5922,8142,5694,357N/A6/30/202027,3822,647N/AN/AN/A3/31/202027,0082,6532,9524,682N/A12/31/201926,0122,557N/AN/AN/A9/30/201925,2811,925N/A3,189N/A6/30/201924,7871,771N/AN/AN/A3/31/201926,3912,344N/A4,278N/A12/31/201827,8072,478N/AN/AN/A9/30/201828,8733,068N/A4,214N/A6/30/201829,9613,176N/AN/AN/A3/31/201830,3403,367N/A4,210N/A12/31/201729,9293,265N/AN/AN/A9/30/201729,5523,290N/A4,751N/A6/30/201728,0042,875N/AN/AN/A3/31/201726,4942,089N/A3,468N/A12/31/201626,1761,434N/AN/AN/A9/30/201625,441818N/A2,162N/A6/30/201626,123851N/AN/AN/A3/31/201626,8191,439N/A3,520N/A12/31/201527,1462,289N/AN/AN/A9/30/201527,0722,822N/A3,926N/A6/30/201526,5103,191N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6941 의 연간 예상 수익 증가율(5.5%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 6941 의 연간 수익(5.5%)이 JP 시장(9.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6941 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6941 의 수익(연간 8.5%)이 JP 시장(연간 6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 6941 의 수익(연간 8.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6941의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 11:20종가2026/06/10 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 소스Yamaichi Electronics Co.,Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shiho NamikawaDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Hidekazu MiyaharaMarusan Securities Co. Ltd.
Price Target Changed • Dec 27Price target increased by 26% to JP¥5,100Up from JP¥4,050, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥5,880. Stock is up 150% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥259 last year.
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥49.5b to JP¥46.0b. EPS estimate also fell from JP¥302 per share to JP¥249 per share. Net income forecast to grow 14% next year vs 7.6% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,150. Share price fell 5.0% to JP¥2,120 over the past week.
Major Estimate Revision • May 23Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥41.5b to JP¥46.0b. EPS estimate increased from JP¥161 to JP¥245 per share. Net income forecast to grow 143% next year vs 17% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 6.7% to JP¥3,655 over the past week.
Major Estimate Revision • Sep 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.5b to JP¥38.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 53% next year vs 5.4% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 3.2% to JP¥1,781 over the past week.
Major Estimate Revision • Aug 18Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥42.0b to JP¥38.5b. EPS estimate also fell from JP¥226 per share to JP¥166 per share. Net income forecast to shrink 28% next year vs 5.7% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.5% to JP¥1,781 over the past week.
Major Estimate Revision • Sep 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥48.0b to JP¥47.4b. EPS estimate rose from JP¥317 to JP¥351. Net income forecast to shrink 6.9% next year vs 6.1% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥5,500 unchanged from last update. Share price was steady at JP¥2,028 over the past week.
공시 • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 25, 2026.
공시 • May 10Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥9,530, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 441% over the past three years.
분석 기사 • Feb 09Yamaichi ElectronicsLtd (TSE:6941) Will Pay A Larger Dividend Than Last Year At ¥97.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥97.00 on...
분석 기사 • Feb 08There's Reason For Concern Over Yamaichi Electronics Co.,Ltd.'s (TSE:6941) Massive 56% Price JumpYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders have had their patience rewarded with a 56% share price jump in...
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥126 (vs JP¥19.54 in 3Q 2025)Third quarter 2026 results: EPS: JP¥126 (up from JP¥19.54 in 3Q 2025). Revenue: JP¥12.9b (up 50% from 3Q 2025). Net income: JP¥2.33b (up 492% from 3Q 2025). Profit margin: 18% (up from 4.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 338% over the past three years.
분석 기사 • Jan 18Yamaichi ElectronicsLtd (TSE:6941) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
분석 기사 • Dec 31Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥70.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥70.00 on...
Price Target Changed • Dec 27Price target increased by 26% to JP¥5,100Up from JP¥4,050, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥5,880. Stock is up 150% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥259 last year.
분석 기사 • Dec 16Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...
공시 • Dec 16Yamaichi Electronics Co.,Ltd. to Report Q3, 2026 Results on Feb 04, 2026Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026
분석 기사 • Nov 30Yamaichi ElectronicsLtd's (TSE:6941) Upcoming Dividend Will Be Larger Than Last Year'sYamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Nov 29First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥5,970, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,068 per share.
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥101 (vs JP¥44.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥101 (up from JP¥44.74 in 2Q 2025). Revenue: JP¥12.1b (down 3.0% from 2Q 2025). Net income: JP¥1.86b (up 105% from 2Q 2025). Profit margin: 15% (up from 7.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
New Risk • Nov 05New 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 5.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).
분석 기사 • Oct 30Yamaichi Electronics Co.,Ltd.'s (TSE:6941) P/E Is Still On The Mark Following 27% Share Price BounceDespite an already strong run, Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,500, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,195 per share.
공시 • Sep 30Yamaichi Electronics Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥151 (vs JP¥156 in 1Q 2025)First quarter 2026 results: EPS: JP¥151 (down from JP¥156 in 1Q 2025). Revenue: JP¥14.7b (down 3.1% from 1Q 2025). Net income: JP¥2.79b (down 12% from 1Q 2025). Profit margin: 19% (down from 21% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
분석 기사 • Jul 24Yamaichi ElectronicsLtd (TSE:6941) Has Affirmed Its Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...
분석 기사 • Jul 10Yamaichi ElectronicsLtd (TSE:6941) Is Due To Pay A Dividend Of ¥35.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will pay a dividend of ¥35.00 per share on the 1st of...
Declared Dividend • Jul 09Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
공시 • Jun 29Yamaichi Electronics Co.,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥259 (up from JP¥100 in FY 2024). Revenue: JP¥45.3b (up 24% from FY 2024). Net income: JP¥5.24b (up 154% from FY 2024). Profit margin: 12% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,416, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,494 per share.
공시 • May 13Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 26, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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. Share price has been volatile over the past 3 months (6.0% average weekly change).
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¥1,709, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Semiconductor industry in Japan. Total returns to shareholders of 15% over the past three years.
공시 • Mar 21Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 1,250,000 shares, representing 6.36% for ¥2,500 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 6.36% of its issued share capital, for ¥ 2,500 million. The purpose of the program is to increase corporate value and implement a flexible capital policy that takes into account capital costs and stock prices. The program is valid till May 31, 2025. As of March 21, 2025, there are 19,647,444 outstanding shares (excluding treasury stock) and 2,182,331 treasury shares.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
공시 • Mar 20Yamaichi Electronics Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Yamaichi Electronics Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥49.5b to JP¥46.0b. EPS estimate also fell from JP¥302 per share to JP¥249 per share. Net income forecast to grow 14% next year vs 7.6% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,150. Share price fell 5.0% to JP¥2,120 over the past week.
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥19.54 (vs JP¥9.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.54 (up from JP¥9.29 in 3Q 2024). Revenue: JP¥8.56b (up 1.8% from 3Q 2024). Net income: JP¥393.0m (up 107% from 3Q 2024). Profit margin: 4.6% (up from 2.3% in 3Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Feb 05Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 450,000 shares, representing 2.24% for KRW 1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 2.24% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until July 31, 2025. As of December 31, 2024, the company had 20,097,469 shares in issue (excluding treasury stock) and 1,732,306 shares in treasury.
분석 기사 • Dec 30Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) will increase its dividend from last year's comparable payment on the 27th...
분석 기사 • Dec 14Yamaichi ElectronicsLtd (TSE:6941) Has Announced That It Will Be Increasing Its Dividend To ¥54.00Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be increasing its dividend from last year's...
공시 • Dec 14Yamaichi Electronics Co.,Ltd. to Report Q3, 2025 Results on Feb 05, 2025Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025
분석 기사 • Nov 30Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥54.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥54.00 on...
Declared Dividend • Nov 30First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (5% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥44.74 (vs JP¥41.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.74 (up from JP¥41.60 in 2Q 2024). Revenue: JP¥12.5b (up 27% from 2Q 2024). Net income: JP¥909.0m (up 6.8% from 2Q 2024). Profit margin: 7.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
분석 기사 • Sep 21Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00The board of Yamaichi Electronics Co.,Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...
공시 • Sep 20Yamaichi Electronics Co.,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
분석 기사 • Sep 06Is Yamaichi ElectronicsLtd (TSE:6941) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥156 (vs JP¥16.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥156 (up from JP¥16.76 in 1Q 2024). Revenue: JP¥15.1b (up 72% from 1Q 2024). Net income: JP¥3.18b (up JP¥2.84b from 1Q 2024). Profit margin: 21% (up from 3.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
분석 기사 • Aug 05Yamaichi Electronics Co.,Ltd. (TSE:6941) Shares Slammed 27% But Getting In Cheap Might Be Difficult RegardlessYamaichi Electronics Co.,Ltd. ( TSE:6941 ) shareholders won't be pleased to see that the share price has had a very...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,357, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 60% over the past three years.
분석 기사 • Jul 26Yamaichi ElectronicsLtd (TSE:6941) Is Increasing Its Dividend To ¥35.00Yamaichi Electronics Co.,Ltd.'s ( TSE:6941 ) dividend will be increasing from last year's payment of the same period to...
분석 기사 • Jul 12Yamaichi Electronics' (TSE:6941) Dividend Will Be Increased To ¥35.00The board of Yamaichi Electronics Co., Ltd. ( TSE:6941 ) has announced that it will be paying its dividend of ¥35.00 on...
New Risk • Jun 22New 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 7.4% 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 (7.4% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (5.7% net profit margin).
공시 • Jun 17Yamaichi Electronics Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Buy Or Sell Opportunity • May 30Now 21% undervaluedOver the last 90 days, the stock has risen 52% to JP¥3,475. The fair value is estimated to be JP¥4,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
분석 기사 • May 23Analysts Just Made An Incredible Upgrade To Their Yamaichi Electronics Co., Ltd. (TSE:6941) ForecastsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shareholders will have a reason to smile today, with the analysts making...
Major Estimate Revision • May 23Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥41.5b to JP¥46.0b. EPS estimate increased from JP¥161 to JP¥245 per share. Net income forecast to grow 143% next year vs 17% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 6.7% to JP¥3,655 over the past week.
분석 기사 • May 21Yamaichi Electronics Co., Ltd.'s (TSE:6941) 48% Jump Shows Its Popularity With InvestorsYamaichi Electronics Co., Ltd. ( TSE:6941 ) shares have continued their recent momentum with a 48% gain in the last...
Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥100 (down from JP¥346 in FY 2023). Revenue: JP¥36.4b (down 23% from FY 2023). Net income: JP¥2.06b (down 71% from FY 2023). Profit margin: 5.7% (down from 15% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor 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 34% per year, which means it is well ahead of earnings.
공시 • May 16Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024Yamaichi Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,270, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Semiconductor industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,150 per share.
공시 • May 15Yamaichi Electronics Co., Ltd. (TSE:6941) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,000 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital (excluding treasury stock), for ¥1,000 million. The purpose of the program is to achieve return of profits to shareholders by implementing flexible capital policies in response to changes in the business environment and improving capital efficiency. The program will run until December 31, 2024. As of March 31, 2024, the company had 20,443,377 shares in issue (excluding treasury stock) and 1,386,398 shares in treasury.
분석 기사 • Apr 30Yamaichi Electronics (TSE:6941) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock has risen 36% to JP¥2,495. The fair value is estimated to be JP¥3,157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
공시 • Mar 23Yamaichi Electronics Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Yamaichi Electronics Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥9.29 (vs JP¥30.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.29 (down from JP¥30.33 in 3Q 2023). Revenue: JP¥8.41b (down 15% from 3Q 2023). Net income: JP¥190.0m (down 70% from 3Q 2023). Profit margin: 2.3% (down from 6.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
공시 • Dec 28Yamaichi Electronics Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yamaichi Electronics Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥41.60 (down from JP¥128 in 2Q 2023). Revenue: JP¥9.79b (down 30% from 2Q 2023). Net income: JP¥851.0m (down 68% from 2Q 2023). Profit margin: 8.7% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Sep 23Yamaichi Electronics Co.,Ltd. to Report Q2, 2024 Results on Nov 07, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Sep 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.5b to JP¥38.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 53% next year vs 5.4% decline forecast for Semiconductor industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price fell 3.2% to JP¥1,781 over the past week.
New Risk • Aug 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.5% per year for the foreseeable future. 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 (12% net profit margin).
Major Estimate Revision • Aug 18Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥42.0b to JP¥38.5b. EPS estimate also fell from JP¥226 per share to JP¥166 per share. Net income forecast to shrink 28% next year vs 5.7% decline forecast for Semiconductor industry in Japan. Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.5% to JP¥1,781 over the past week.
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 18% 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 (12% net profit margin).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥16.76 (vs JP¥123 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.76 (down from JP¥123 in 1Q 2023). Revenue: JP¥8.82b (down 33% from 1Q 2023). Net income: JP¥347.0m (down 87% from 1Q 2023). Profit margin: 3.9% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,924, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,643 per share.
공시 • Jun 23Yamaichi Electronics Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥346 (up from JP¥319 in FY 2022). Revenue: JP¥47.0b (up 19% from FY 2022). Net income: JP¥7.21b (up 6.5% from FY 2022). Profit margin: 15% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to stay flat during the next 2 years compared to a 6.9% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% 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 14+ 1 more updateYamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥30.33 (vs JP¥88.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.33 (down from JP¥88.38 in 3Q 2022). Revenue: JP¥9.89b (down 2.6% from 3Q 2022). Net income: JP¥629.0m (down 66% from 3Q 2022). Profit margin: 6.4% (down from 18% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. 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 2% per year, which means it is significantly lagging earnings.
공시 • Dec 21Yamaichi Electronics Co.,Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yamaichi Electronics Co.,Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Toshihisa Yoda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥128 (up from JP¥72.45 in 2Q 2022). Revenue: JP¥14.0b (up 45% from 2Q 2022). Net income: JP¥2.66b (up 73% from 2Q 2022). Profit margin: 19% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Sep 22Yamaichi Electronics Co.,Ltd. to Report Q2, 2023 Results on Nov 14, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
Major Estimate Revision • Sep 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥48.0b to JP¥47.4b. EPS estimate rose from JP¥317 to JP¥351. Net income forecast to shrink 6.9% next year vs 6.1% growth forecast for Semiconductor industry in Japan . Consensus price target of JP¥5,500 unchanged from last update. Share price was steady at JP¥2,028 over the past week.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥123 (vs JP¥67.55 in 1Q 2022)First quarter 2023 results: EPS: JP¥123 (up from JP¥67.55 in 1Q 2022). Revenue: JP¥13.2b (up 48% from 1Q 2022). Net income: JP¥2.59b (up 79% from 1Q 2022). Profit margin: 20% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.4% compared to a 22% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • Jun 25Yamaichi Electronics Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yamaichi Electronics Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
공시 • May 28Yamaichi Electronics Co.,Ltd. (TSE:6941) announces an Equity Buyback for 400,000 shares, representing 1.89% for ¥700 million.Yamaichi Electronics Co.,Ltd. (TSE:6941) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 1.89% of its share capital, for ¥700 million. The company will repurchase its shares in order to return profits to shareholders by implementing agile capital policies and improving capital efficiency in response to changes in the business environment. The share repurchase program will run until September 30, 2022. As of March 31, 2022, the company had 21,136,490 shares outstanding (excluding treasury shares) and 2,193,285 shares in treasury.
Reported Earnings • May 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥319 (up from JP¥121 in FY 2021). Revenue: JP¥39.6b (up 43% from FY 2021). Net income: JP¥6.77b (up 161% from FY 2021). Profit margin: 17% (up from 9.4% in FY 2021). 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 11%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 18Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥38.0b to JP¥41.0b. EPS estimate increased from JP¥238 to JP¥274 per share. Net income forecast to grow 6.7% next year vs 10% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥3,500 to JP¥4,500. Share price rose 5.5% to JP¥1,793 over the past week.
공시 • May 15Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022Yamaichi Electronics Co.,Ltd., Annual General Meeting, Jun 28, 2022.
Price Target Changed • Apr 27Price target increased to JP¥3,500Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 116% above last closing price of JP¥1,623. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥287 for next year compared to JP¥121 last year.