View Future GrowthSEMITEC 과거 순이익 실적과거 기준 점검 2/6SEMITEC은 연평균 3.2%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 9.4% 증가했습니다. 매출은 연평균 5.8%의 비율로 증가했습니다. SEMITEC의 자기자본이익률은 11.3%이고 순이익률은 10.6%입니다.핵심 정보3.24%순이익 성장률5.69%주당순이익(EPS) 성장률Electronic 산업 성장률13.80%매출 성장률5.84%자기자본이익률11.28%순이익률10.57%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥81.67 (vs JP¥67.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥81.67 (up from JP¥67.63 in 3Q 2025). Revenue: JP¥6.44b (up 2.0% from 3Q 2025). Net income: JP¥782.0m (up 6.1% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Jan 08SEMITEC Corporation to Report Q3, 2026 Results on Feb 10, 2026SEMITEC Corporation announced that they will report Q3, 2026 results on Feb 10, 2026분석 기사 • Nov 25Solid Earnings May Not Tell The Whole Story For SEMITEC (TSE:6626)The recent earnings posted by SEMITEC Corporation ( TSE:6626 ) were solid, but the stock didn't move as much as we...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥58.52 (vs JP¥75.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.52 (down from JP¥75.95 in 2Q 2025). Revenue: JP¥6.45b (flat on 2Q 2025). Net income: JP¥602.0m (down 25% from 2Q 2025). Profit margin: 9.3% (down from 13% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updatesNew Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • May 12SEMITEC Corporation, Annual General Meeting, Jun 26, 2026SEMITEC Corporation, Annual General Meeting, Jun 26, 2026.공시 • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥81.67 (vs JP¥67.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥81.67 (up from JP¥67.63 in 3Q 2025). Revenue: JP¥6.44b (up 2.0% from 3Q 2025). Net income: JP¥782.0m (up 6.1% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Jan 08SEMITEC Corporation to Report Q3, 2026 Results on Feb 10, 2026SEMITEC Corporation announced that they will report Q3, 2026 results on Feb 10, 2026분석 기사 • Nov 25Solid Earnings May Not Tell The Whole Story For SEMITEC (TSE:6626)The recent earnings posted by SEMITEC Corporation ( TSE:6626 ) were solid, but the stock didn't move as much as we...Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥58.52 (vs JP¥75.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.52 (down from JP¥75.95 in 2Q 2025). Revenue: JP¥6.45b (flat on 2Q 2025). Net income: JP¥602.0m (down 25% from 2Q 2025). Profit margin: 9.3% (down from 13% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Sep 10SEMITEC Corporation to Report Q2, 2026 Results on Nov 13, 2025SEMITEC Corporation announced that they will report Q2, 2026 results on Nov 13, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥80.62 (vs JP¥73.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥80.62 (up from JP¥73.94 in 1Q 2025). Revenue: JP¥6.25b (down 2.3% from 1Q 2025). Net income: JP¥856.0m (up 6.7% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 21SEMITEC Corporation to Report Q1, 2026 Results on Aug 08, 2025SEMITEC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025분석 기사 • May 26SEMITEC's (TSE:6626) Promising Earnings May Rest On Soft FoundationsSEMITEC Corporation ( TSE:6626 ) announced strong profits, but the stock was stagnant. We did some digging, and we...Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥292 (up from JP¥192 in FY 2024). Revenue: JP¥25.3b (up 12% from FY 2024). Net income: JP¥3.11b (up 45% from FY 2024). Profit margin: 12% (up from 9.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • May 13SEMITEC Corporation, Annual General Meeting, Jun 25, 2025SEMITEC Corporation, Annual General Meeting, Jun 25, 2025.분석 기사 • May 07There's No Escaping SEMITEC Corporation's (TSE:6626) Muted Earnings Despite A 37% Share Price RiseThose holding SEMITEC Corporation ( TSE:6626 ) shares would be relieved that the share price has rebounded 37% in the...분석 기사 • Apr 29The Return Trends At SEMITEC (TSE:6626) Look PromisingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,810, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 18% over the past three years.공시 • Apr 25SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 1,200,000 shares, representing 11.28% for ¥1,400 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 11.28% of its share capital, for ¥1,400 million. The purpose of the program is to respond to changes in the business environment and as part of its shareholder return policy. The program will expire on March 31, 2026. As of March 31, 2025, the company had 10,641,706 shares in issue (excluding treasury stock) and 729,894 shares in treasury.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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.0b (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,448, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 15% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).공시 • Mar 15SEMITEC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SEMITEC Corporation announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥67.63 (vs JP¥57.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.63 (up from JP¥57.04 in 3Q 2024). Revenue: JP¥6.31b (up 11% from 3Q 2024). Net income: JP¥737.0m (up 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.공시 • Jan 03SEMITEC Corporation to Report Q3, 2025 Results on Feb 14, 2025SEMITEC Corporation announced that they will report Q3, 2025 results on Feb 14, 2025분석 기사 • Dec 13SEMITEC (TSE:6626) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Nov 25The Strong Earnings Posted By SEMITEC (TSE:6626) Are A Good Indication Of The Strength Of The BusinessEven though SEMITEC Corporation ( TSE:6626 ) posted strong earnings, investors appeared to be underwhelmed. We did some...공시 • Oct 08SEMITEC Corporation to Report Q2, 2025 Results on Nov 14, 2024SEMITEC Corporation announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥73.94 (vs JP¥26.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥73.94 (up from JP¥26.03 in 1Q 2024). Revenue: JP¥6.39b (up 17% from 1Q 2024). Net income: JP¥802.0m (up 171% from 1Q 2024). Profit margin: 13% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to JP¥1,689. The fair value is estimated to be JP¥2,249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.New Risk • Jul 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 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin).공시 • Jun 27SEMITEC Corporation to Report Q1, 2025 Results on Aug 14, 2024SEMITEC Corporation announced that they will report Q1, 2025 results on Aug 14, 2024분석 기사 • Jun 03Further Upside For SEMITEC Corporation (TSE:6626) Shares Could Introduce Price Risks After 26% BounceSEMITEC Corporation ( TSE:6626 ) shareholders have had their patience rewarded with a 26% share price jump in the last...분석 기사 • May 22SEMITEC's (TSE:6626) Soft Earnings Don't Show The Whole PictureSEMITEC Corporation's ( TSE:6626 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.5% Last year net profit margin: 14% 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. This is currently the only risk that has been identified for the company.공시 • May 17SEMITEC Corporation, Annual General Meeting, Jun 26, 2024SEMITEC Corporation, Annual General Meeting, Jun 26, 2024.공시 • May 15SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 333,000 shares, representing 3.06% for ¥500 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 333,000 shares, representing 3.06% of its share capital, for ¥500 million. The repurchases are made as part of shareholder returns. The program will expire on September 30, 2024. As of March 31, 2024, the company had 10,896,452 shares in issue (excluding treasury stock) and 475,148 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).공시 • Mar 17SEMITEC Corporation to Report Fiscal Year 2024 Results on May 14, 2024SEMITEC Corporation announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 19Third quarter 2024 earnings released: EPS: JP¥57.04 (vs JP¥57.79 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.04 (down from JP¥57.79 in 3Q 2023). Revenue: JP¥5.69b (down 4.7% from 3Q 2023). Net income: JP¥635.0m (down 3.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.공시 • Dec 24SEMITEC Corporation to Report Q3, 2024 Results on Feb 14, 2024SEMITEC Corporation announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥65.44 (vs JP¥82.85 in 2Q 2023)Second quarter 2024 results: EPS: JP¥65.44 (down from JP¥82.85 in 2Q 2023). Revenue: JP¥5.81b (down 4.6% from 2Q 2023). Net income: JP¥744.0m (down 21% from 2Q 2023). Profit margin: 13% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Nov 17SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 473,100 shares, representing 4.16% for ¥900 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 473,100 shares, representing 4.16% of its share capital, for ¥900 million. The shares will be repurchased at a price of ¥1,902 per share. The purpose of the program is to carry out flexible capital policy in response to changes in the business environment. The program will expire on November 15, 2023. As of September 30, 2023, the company had 11,369,552 shares in issue (excluding treasury stock) and 2,048 shares in treasury.공시 • Sep 24SEMITEC Corporation to Report Q2, 2024 Results on Nov 14, 2023SEMITEC Corporation announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥26.03 (vs JP¥84.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.03 (down from JP¥84.96 in 1Q 2023). Revenue: JP¥5.49b (down 3.2% from 1Q 2023). Net income: JP¥296.0m (down 69% from 1Q 2023). Profit margin: 5.4% (down from 17% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.공시 • Jun 29SEMITEC Corporation to Report Q1, 2024 Results on Aug 14, 2023SEMITEC Corporation announced that they will report Q1, 2024 results on Aug 14, 2023Reported Earnings • May 15Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥1,111 (up from JP¥237 in FY 2022). Revenue: JP¥23.2b (up 10% from FY 2022). Net income: JP¥3.16b (up 17% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 29Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥12,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 2.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Buying Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.1%. The fair value is estimated to be JP¥11,944, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.Buying Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be JP¥11,910, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥231 (vs JP¥179 in 3Q 2022)Third quarter 2023 results: EPS: JP¥231 (up from JP¥179 in 3Q 2022). Revenue: JP¥5.98b (up 12% from 3Q 2022). Net income: JP¥657.0m (up 29% from 3Q 2022). Profit margin: 11% (up from 9.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 53% per year.공시 • Dec 24SEMITEC Corporation to Report Q3, 2023 Results on Feb 13, 2023SEMITEC Corporation announced that they will report Q3, 2023 results on Feb 13, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥331 (vs JP¥244 in 2Q 2022)Second quarter 2023 results: EPS: JP¥331 (up from JP¥244 in 2Q 2022). Revenue: JP¥6.09b (up 20% from 2Q 2022). Net income: JP¥942.0m (up 36% from 2Q 2022). Profit margin: 16% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.공시 • Sep 07SEMITEC Corporation to Report Q2, 2023 Results on Nov 14, 2022SEMITEC Corporation announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥8,240, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 217% over the past three years.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥340 (vs JP¥261 in 1Q 2022)First quarter 2023 results: EPS: JP¥340 (up from JP¥261 in 1Q 2022). Revenue: JP¥5.67b (up 9.0% from 1Q 2022). Net income: JP¥966.0m (up 30% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.공시 • Jun 25SEMITEC Corporation to Report Q1, 2023 Results on Aug 12, 2022SEMITEC Corporation announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥7,230, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 119% over the past three years.공시 • May 18SEMITEC Corporation, Annual General Meeting, Jun 24, 2022SEMITEC Corporation, Annual General Meeting, Jun 24, 2022.Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be JP¥7,619, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to decline by 1.7% in the next 2 years.공시 • Apr 08SEMITEC Corporation to Report Fiscal Year 2022 Results on May 13, 2022SEMITEC Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥179 (down from JP¥210 in 3Q 2021). Revenue: JP¥5.36b (up 9.0% from 3Q 2021). Net income: JP¥509.0m (down 15% from 3Q 2021). Profit margin: 9.5% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.6% growth forecast for the 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 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥8,320, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 44% over the past three years.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥10,660, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 99% over the past three years.Buying Opportunity • Jan 14Now 21% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be JP¥16,143, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥13,030, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 163% over the past three years.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥244 (vs JP¥119 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.06b (up 17% from 2Q 2021). Net income: JP¥694.0m (up 105% from 2Q 2021). Profit margin: 14% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥11,240, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 93% over the past three years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥11,920, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥8,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥6,500, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 14% over the past three years.Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥678 (vs JP¥234 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.9b (up 20% from FY 2020). Net income: JP¥1.93b (up 190% from FY 2020). Profit margin: 11% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.분석 기사 • Apr 13Is Now The Time To Put SEMITEC (TYO:6626) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).분석 기사 • Mar 12Here's Why SEMITEC (TYO:6626) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Mar 04New 90-day low: JP¥4,630The company is down 25% from its price of JP¥6,140 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 3.0% over the same period.분석 기사 • Feb 25Do Institutions Own SEMITEC Corporation (TYO:6626) Shares?Every investor in SEMITEC Corporation ( TYO:6626 ) should be aware of the most powerful shareholder groups. Generally...Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.2% growth forecast for the Electronic industry in Japan.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥210 (vs JP¥88.49 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.92b (up 29% from 3Q 2020). Net income: JP¥596.0m (up 138% from 3Q 2020). Profit margin: 12% (up from 6.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Feb 10What Can The Trends At SEMITEC (TYO:6626) Tell Us About Their Returns?If 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 • Jan 26Are Strong Financial Prospects The Force That Is Driving The Momentum In SEMITEC Corporation's TYO:6626) Stock?SEMITEC (TYO:6626) has had a great run on the share market with its stock up by a significant 53% over the last three...공시 • Jan 12SEMITEC Corporation to Report Q3, 2021 Results on Feb 10, 2021SEMITEC Corporation announced that they will report Q3, 2021 results on Feb 10, 2021분석 기사 • Jan 08I Ran A Stock Scan For Earnings Growth And SEMITEC (TYO:6626) Passed With EaseSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • Dec 24Announcing: SEMITEC (TYO:6626) Stock Increased An Energizing 235% In The Last Five YearsSEMITEC Corporation ( TYO:6626 ) shareholders have seen the share price descend 18% over the month. But in stark...Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥5,100, the stock is trading at a trailing P/E ratio of 14.6x, down from the previous P/E ratio of 19.7x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 10.0%.Is New 90 Day High Low • Dec 14New 90-day high: JP¥6,870The company is up 88% from its price of JP¥3,645 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥6,870, the stock is trading at a trailing P/E ratio of 19.7x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total returns to shareholders over the past three years are 38%.분석 기사 • Dec 09SEMITEC (TYO:6626) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Nov 24What Kind Of Shareholders Hold The Majority In SEMITEC Corporation's (TYO:6626) Shares?If you want to know who really controls SEMITEC Corporation (TYO:6626), then you'll have to look at the makeup of its...Analyst Estimate Surprise Post Earnings • Nov 16Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.4% growth forecast for the Electronic industry in Japan.Reported Earnings • Nov 16Second quarter 2021 earnings released: EPS JP¥119The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.34b (up 17% from 2Q 2020). Net income: JP¥338.0m (up 28% from 2Q 2020). Profit margin: 7.8% (up from 7.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.Is New 90 Day High Low • Nov 12New 90-day high: JP¥4,795The company is up 80% from its price of JP¥2,670 on 14 August 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 28% share price gain to JP¥3,990, the stock is trading at a trailing P/E ratio of 12.3x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 18x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 7.9%.매출 및 비용 세부 내역SEMITEC가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:6626 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2625,4582,6904,8681,17331 Dec 2525,3673,0084,9091,11030 Sep 2525,2432,9634,9281,05830 Jun 2525,1883,1674,8611,03731 Mar 2525,3343,1134,87999631 Dec 2424,7802,8184,6371,00630 Sep 2424,1622,7164,46198130 Jun 2423,5802,6544,32596531 Mar 2422,6752,1484,21595231 Dec 2322,4882,2674,30286030 Sep 2322,7702,2894,30984030 Jun 2323,0492,4874,38174031 Mar 2323,2323,1574,42566431 Dec 2223,1873,3194,33671730 Sep 2222,5733,1714,29870130 Jun 2221,5392,9234,12769931 Mar 2221,0722,6993,99867531 Dec 2120,3182,5553,92762930 Sep 2119,8772,6423,78560430 Jun 2119,1612,2863,77659431 Mar 2117,8701,9253,64261731 Dec 2016,7421,3363,61659730 Sep 2015,6319913,59355430 Jun 2015,0079183,52857231 Mar 2014,8906633,54057731 Dec 1915,0246623,53756130 Sep 1915,1076943,50960430 Jun 1915,1827523,48859431 Mar 1915,2669683,48956331 Dec 1815,1421,0663,41856330 Sep 1814,9229463,40552130 Jun 1814,7488563,36949031 Mar 1814,4665843,33249131 Dec 1714,2004663,23447130 Sep 1713,8236573,15746730 Jun 1713,4985403,03547231 Mar 1713,1323962,92746931 Dec 1612,9663502,86644530 Sep 1612,8761042,81943530 Jun 1613,0151472,82942831 Mar 1613,1873302,85140731 Dec 1513,2925502,84939630 Sep 1513,4616682,82736330 Jun 1513,2647522,784337양질의 수익: 6626는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 6626의 현재 순 이익률 (10.6%)은 지난해 (12.3%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 6626의 수익은 지난 5년 동안 연평균 3.2% 증가했습니다.성장 가속화: 6626은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 6626은 지난 1년 동안 수익이 감소(-13.6%)하여 Electronic 업계 평균(15.2%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 6626의 자본 수익률(11.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 02:23종가2026/06/10 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 소스SEMITEC Corporation는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Koichi HariyaIchiyoshi Research Institute Inc.Yuta KenmeiMarusan Securities Co. Ltd.
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥81.67 (vs JP¥67.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥81.67 (up from JP¥67.63 in 3Q 2025). Revenue: JP¥6.44b (up 2.0% from 3Q 2025). Net income: JP¥782.0m (up 6.1% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Jan 08SEMITEC Corporation to Report Q3, 2026 Results on Feb 10, 2026SEMITEC Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
분석 기사 • Nov 25Solid Earnings May Not Tell The Whole Story For SEMITEC (TSE:6626)The recent earnings posted by SEMITEC Corporation ( TSE:6626 ) were solid, but the stock didn't move as much as we...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥58.52 (vs JP¥75.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.52 (down from JP¥75.95 in 2Q 2025). Revenue: JP¥6.45b (flat on 2Q 2025). Net income: JP¥602.0m (down 25% from 2Q 2025). Profit margin: 9.3% (down from 13% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥276 (down from JP¥292 in FY 2025). Revenue: JP¥25.5b (flat on FY 2025). Net income: JP¥2.69b (down 14% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • May 12SEMITEC Corporation, Annual General Meeting, Jun 26, 2026SEMITEC Corporation, Annual General Meeting, Jun 26, 2026.
공시 • May 10SEMITEC Corporation to Report Fiscal Year 2026 Results on May 12, 2026SEMITEC Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥81.67 (vs JP¥67.63 in 3Q 2025)Third quarter 2026 results: EPS: JP¥81.67 (up from JP¥67.63 in 3Q 2025). Revenue: JP¥6.44b (up 2.0% from 3Q 2025). Net income: JP¥782.0m (up 6.1% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Jan 08SEMITEC Corporation to Report Q3, 2026 Results on Feb 10, 2026SEMITEC Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
분석 기사 • Nov 25Solid Earnings May Not Tell The Whole Story For SEMITEC (TSE:6626)The recent earnings posted by SEMITEC Corporation ( TSE:6626 ) were solid, but the stock didn't move as much as we...
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥58.52 (vs JP¥75.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.52 (down from JP¥75.95 in 2Q 2025). Revenue: JP¥6.45b (flat on 2Q 2025). Net income: JP¥602.0m (down 25% from 2Q 2025). Profit margin: 9.3% (down from 13% in 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Sep 10SEMITEC Corporation to Report Q2, 2026 Results on Nov 13, 2025SEMITEC Corporation announced that they will report Q2, 2026 results on Nov 13, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥80.62 (vs JP¥73.94 in 1Q 2025)First quarter 2026 results: EPS: JP¥80.62 (up from JP¥73.94 in 1Q 2025). Revenue: JP¥6.25b (down 2.3% from 1Q 2025). Net income: JP¥856.0m (up 6.7% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 21SEMITEC Corporation to Report Q1, 2026 Results on Aug 08, 2025SEMITEC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
분석 기사 • May 26SEMITEC's (TSE:6626) Promising Earnings May Rest On Soft FoundationsSEMITEC Corporation ( TSE:6626 ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥292 (up from JP¥192 in FY 2024). Revenue: JP¥25.3b (up 12% from FY 2024). Net income: JP¥3.11b (up 45% from FY 2024). Profit margin: 12% (up from 9.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • May 13SEMITEC Corporation, Annual General Meeting, Jun 25, 2025SEMITEC Corporation, Annual General Meeting, Jun 25, 2025.
분석 기사 • May 07There's No Escaping SEMITEC Corporation's (TSE:6626) Muted Earnings Despite A 37% Share Price RiseThose holding SEMITEC Corporation ( TSE:6626 ) shares would be relieved that the share price has rebounded 37% in the...
분석 기사 • Apr 29The Return Trends At SEMITEC (TSE:6626) Look PromisingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,810, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 18% over the past three years.
공시 • Apr 25SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 1,200,000 shares, representing 11.28% for ¥1,400 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 11.28% of its share capital, for ¥1,400 million. The purpose of the program is to respond to changes in the business environment and as part of its shareholder return policy. The program will expire on March 31, 2026. As of March 31, 2025, the company had 10,641,706 shares in issue (excluding treasury stock) and 729,894 shares in treasury.
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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.0b (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,448, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 15% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
공시 • Mar 15SEMITEC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SEMITEC Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥67.63 (vs JP¥57.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.63 (up from JP¥57.04 in 3Q 2024). Revenue: JP¥6.31b (up 11% from 3Q 2024). Net income: JP¥737.0m (up 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
공시 • Jan 03SEMITEC Corporation to Report Q3, 2025 Results on Feb 14, 2025SEMITEC Corporation announced that they will report Q3, 2025 results on Feb 14, 2025
분석 기사 • Dec 13SEMITEC (TSE:6626) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 • Nov 25The Strong Earnings Posted By SEMITEC (TSE:6626) Are A Good Indication Of The Strength Of The BusinessEven though SEMITEC Corporation ( TSE:6626 ) posted strong earnings, investors appeared to be underwhelmed. We did some...
공시 • Oct 08SEMITEC Corporation to Report Q2, 2025 Results on Nov 14, 2024SEMITEC Corporation announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥73.94 (vs JP¥26.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥73.94 (up from JP¥26.03 in 1Q 2024). Revenue: JP¥6.39b (up 17% from 1Q 2024). Net income: JP¥802.0m (up 171% from 1Q 2024). Profit margin: 13% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to JP¥1,689. The fair value is estimated to be JP¥2,249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
New Risk • Jul 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 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin).
공시 • Jun 27SEMITEC Corporation to Report Q1, 2025 Results on Aug 14, 2024SEMITEC Corporation announced that they will report Q1, 2025 results on Aug 14, 2024
분석 기사 • Jun 03Further Upside For SEMITEC Corporation (TSE:6626) Shares Could Introduce Price Risks After 26% BounceSEMITEC Corporation ( TSE:6626 ) shareholders have had their patience rewarded with a 26% share price jump in the last...
분석 기사 • May 22SEMITEC's (TSE:6626) Soft Earnings Don't Show The Whole PictureSEMITEC Corporation's ( TSE:6626 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.5% Last year net profit margin: 14% 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. This is currently the only risk that has been identified for the company.
공시 • May 17SEMITEC Corporation, Annual General Meeting, Jun 26, 2024SEMITEC Corporation, Annual General Meeting, Jun 26, 2024.
공시 • May 15SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 333,000 shares, representing 3.06% for ¥500 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 333,000 shares, representing 3.06% of its share capital, for ¥500 million. The repurchases are made as part of shareholder returns. The program will expire on September 30, 2024. As of March 31, 2024, the company had 10,896,452 shares in issue (excluding treasury stock) and 475,148 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
공시 • Mar 17SEMITEC Corporation to Report Fiscal Year 2024 Results on May 14, 2024SEMITEC Corporation announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 19Third quarter 2024 earnings released: EPS: JP¥57.04 (vs JP¥57.79 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.04 (down from JP¥57.79 in 3Q 2023). Revenue: JP¥5.69b (down 4.7% from 3Q 2023). Net income: JP¥635.0m (down 3.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
공시 • Dec 24SEMITEC Corporation to Report Q3, 2024 Results on Feb 14, 2024SEMITEC Corporation announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥65.44 (vs JP¥82.85 in 2Q 2023)Second quarter 2024 results: EPS: JP¥65.44 (down from JP¥82.85 in 2Q 2023). Revenue: JP¥5.81b (down 4.6% from 2Q 2023). Net income: JP¥744.0m (down 21% from 2Q 2023). Profit margin: 13% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Nov 17SEMITEC Corporation (TSE:6626) announces an Equity Buyback for 473,100 shares, representing 4.16% for ¥900 million.SEMITEC Corporation (TSE:6626) announces a share repurchase program. Under the program, the company will repurchase up to 473,100 shares, representing 4.16% of its share capital, for ¥900 million. The shares will be repurchased at a price of ¥1,902 per share. The purpose of the program is to carry out flexible capital policy in response to changes in the business environment. The program will expire on November 15, 2023. As of September 30, 2023, the company had 11,369,552 shares in issue (excluding treasury stock) and 2,048 shares in treasury.
공시 • Sep 24SEMITEC Corporation to Report Q2, 2024 Results on Nov 14, 2023SEMITEC Corporation announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥26.03 (vs JP¥84.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.03 (down from JP¥84.96 in 1Q 2023). Revenue: JP¥5.49b (down 3.2% from 1Q 2023). Net income: JP¥296.0m (down 69% from 1Q 2023). Profit margin: 5.4% (down from 17% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.
공시 • Jun 29SEMITEC Corporation to Report Q1, 2024 Results on Aug 14, 2023SEMITEC Corporation announced that they will report Q1, 2024 results on Aug 14, 2023
Reported Earnings • May 15Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥1,111 (up from JP¥237 in FY 2022). Revenue: JP¥23.2b (up 10% from FY 2022). Net income: JP¥3.16b (up 17% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 29Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥12,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 2.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Buying Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.1%. The fair value is estimated to be JP¥11,944, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.
Buying Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be JP¥11,910, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: JP¥231 (vs JP¥179 in 3Q 2022)Third quarter 2023 results: EPS: JP¥231 (up from JP¥179 in 3Q 2022). Revenue: JP¥5.98b (up 12% from 3Q 2022). Net income: JP¥657.0m (up 29% from 3Q 2022). Profit margin: 11% (up from 9.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 53% per year.
공시 • Dec 24SEMITEC Corporation to Report Q3, 2023 Results on Feb 13, 2023SEMITEC Corporation announced that they will report Q3, 2023 results on Feb 13, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥331 (vs JP¥244 in 2Q 2022)Second quarter 2023 results: EPS: JP¥331 (up from JP¥244 in 2Q 2022). Revenue: JP¥6.09b (up 20% from 2Q 2022). Net income: JP¥942.0m (up 36% from 2Q 2022). Profit margin: 16% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
공시 • Sep 07SEMITEC Corporation to Report Q2, 2023 Results on Nov 14, 2022SEMITEC Corporation announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥8,240, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 217% over the past three years.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥340 (vs JP¥261 in 1Q 2022)First quarter 2023 results: EPS: JP¥340 (up from JP¥261 in 1Q 2022). Revenue: JP¥5.67b (up 9.0% from 1Q 2022). Net income: JP¥966.0m (up 30% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
공시 • Jun 25SEMITEC Corporation to Report Q1, 2023 Results on Aug 12, 2022SEMITEC Corporation announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥7,230, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 119% over the past three years.
공시 • May 18SEMITEC Corporation, Annual General Meeting, Jun 24, 2022SEMITEC Corporation, Annual General Meeting, Jun 24, 2022.
Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be JP¥7,619, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to decline by 1.7% in the next 2 years.
공시 • Apr 08SEMITEC Corporation to Report Fiscal Year 2022 Results on May 13, 2022SEMITEC Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).
Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥179 (down from JP¥210 in 3Q 2021). Revenue: JP¥5.36b (up 9.0% from 3Q 2021). Net income: JP¥509.0m (down 15% from 3Q 2021). Profit margin: 9.5% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.6% growth forecast for the 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 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥8,320, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 44% over the past three years.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥10,660, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 99% over the past three years.
Buying Opportunity • Jan 14Now 21% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be JP¥16,143, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥13,030, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 163% over the past three years.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥244 (vs JP¥119 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.06b (up 17% from 2Q 2021). Net income: JP¥694.0m (up 105% from 2Q 2021). Profit margin: 14% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥11,240, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 93% over the past three years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥11,920, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥8,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥6,500, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥678 (vs JP¥234 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.9b (up 20% from FY 2020). Net income: JP¥1.93b (up 190% from FY 2020). Profit margin: 11% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
분석 기사 • Apr 13Is Now The Time To Put SEMITEC (TYO:6626) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).
분석 기사 • Mar 12Here's Why SEMITEC (TYO:6626) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Mar 04New 90-day low: JP¥4,630The company is down 25% from its price of JP¥6,140 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 3.0% over the same period.
분석 기사 • Feb 25Do Institutions Own SEMITEC Corporation (TYO:6626) Shares?Every investor in SEMITEC Corporation ( TYO:6626 ) should be aware of the most powerful shareholder groups. Generally...
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.2% growth forecast for the Electronic industry in Japan.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥210 (vs JP¥88.49 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.92b (up 29% from 3Q 2020). Net income: JP¥596.0m (up 138% from 3Q 2020). Profit margin: 12% (up from 6.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Feb 10What Can The Trends At SEMITEC (TYO:6626) Tell Us About Their Returns?If 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 • Jan 26Are Strong Financial Prospects The Force That Is Driving The Momentum In SEMITEC Corporation's TYO:6626) Stock?SEMITEC (TYO:6626) has had a great run on the share market with its stock up by a significant 53% over the last three...
공시 • Jan 12SEMITEC Corporation to Report Q3, 2021 Results on Feb 10, 2021SEMITEC Corporation announced that they will report Q3, 2021 results on Feb 10, 2021
분석 기사 • Jan 08I Ran A Stock Scan For Earnings Growth And SEMITEC (TYO:6626) Passed With EaseSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • Dec 24Announcing: SEMITEC (TYO:6626) Stock Increased An Energizing 235% In The Last Five YearsSEMITEC Corporation ( TYO:6626 ) shareholders have seen the share price descend 18% over the month. But in stark...
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥5,100, the stock is trading at a trailing P/E ratio of 14.6x, down from the previous P/E ratio of 19.7x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 10.0%.
Is New 90 Day High Low • Dec 14New 90-day high: JP¥6,870The company is up 88% from its price of JP¥3,645 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥6,870, the stock is trading at a trailing P/E ratio of 19.7x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total returns to shareholders over the past three years are 38%.
분석 기사 • Dec 09SEMITEC (TYO:6626) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Nov 24What Kind Of Shareholders Hold The Majority In SEMITEC Corporation's (TYO:6626) Shares?If you want to know who really controls SEMITEC Corporation (TYO:6626), then you'll have to look at the makeup of its...
Analyst Estimate Surprise Post Earnings • Nov 16Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.4% growth forecast for the Electronic industry in Japan.
Reported Earnings • Nov 16Second quarter 2021 earnings released: EPS JP¥119The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.34b (up 17% from 2Q 2020). Net income: JP¥338.0m (up 28% from 2Q 2020). Profit margin: 7.8% (up from 7.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.
Is New 90 Day High Low • Nov 12New 90-day high: JP¥4,795The company is up 80% from its price of JP¥2,670 on 14 August 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 28% share price gain to JP¥3,990, the stock is trading at a trailing P/E ratio of 12.3x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 18x in the Electronic industry in Japan. Total return to shareholders over the past three years is a loss of 7.9%.