Okamoto Glass (7746) 주식 개요오카모토 유리 주식회사는 산업용 특수 유리와 다층 필름 증착 제품을 제조 및 판매합니다. 자세히 보기7746 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적0/6재무 건전성5/6배당0/6위험 분석지난 3개월 동안 주가 변동성이 JP 시장과 비교했을 때 매우 높았습니다.지난 1년 동안 주주가 희석되었습니다.모든 위험 점검 보기7746 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥929.00696.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-858m6b2016201920222025202620282031Revenue JP¥4.4bEarnings JP¥374.9mAdvancedSet Fair ValueView all narrativesOkamoto Glass Co., Ltd. 경쟁사SMKSymbol: TSE:6798Market cap: JP¥22.2bEnomotoLtdSymbol: TSE:6928Market cap: JP¥22.3bDaishinkuSymbol: TSE:6962Market cap: JP¥24.9bHokuriku Electric IndustryLtdSymbol: TSE:6989Market cap: JP¥18.0b가격 이력 및 성과Okamoto Glass 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥929.0052주 최고가JP¥1,638.0052주 최저가JP¥145.00베타0.451개월 변동-6.91%3개월 변동-9.54%1년 변동495.51%3년 변동593.28%5년 변동364.50%IPO 이후 변동-7.10%최근 뉴스 및 업데이트Reported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.공시 • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026.공시 • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.분석 기사 • Feb 12Would Okamoto Glass (TSE:7746) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jan 07Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 36%Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 36% gain in the last month...더 많은 업데이트 보기Recent updatesReported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.공시 • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026.공시 • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.분석 기사 • Feb 12Would Okamoto Glass (TSE:7746) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jan 07Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 36%Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 36% gain in the last month...공시 • Dec 02Okamoto Glass Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Okamoto Glass Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026New Risk • Nov 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (JP¥11.2b market cap, or US$71.5m).Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent External Director Hidemi Nakai was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Oct 29Optimistic Investors Push Okamoto Glass Co., Ltd. (TSE:7746) Shares Up 38% But Growth Is LackingOkamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 38% gain in the last month...공시 • Sep 26Okamoto Glass Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025분석 기사 • Sep 09Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 38%Despite an already strong run, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have been powering on, with a gain of 38% in...New Risk • Sep 09New 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 10% 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 (10% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.54b market cap, or US$37.8m).Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥5.50 loss per share (vs JP¥0.90 loss in 1Q 2025)First quarter 2026 results: JP¥5.50 loss per share (further deteriorated from JP¥0.90 loss in 1Q 2025). Revenue: JP¥915.0m (down 11% from 1Q 2025). Net loss: JP¥129.0m (loss widened JP¥108.0m from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥173, the stock trades at a trailing P/E ratio of 45.2x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Jun 25Is Okamoto Glass (TSE:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Jun 07Okamoto Glass Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Okamoto Glass Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • Jun 06Okamoto Glass Co., Ltd. announced that it has received ¥4.71096 million in funding from SMBC Nikko Securities Inc.On June 6, 2025, Okamoto Glass Co., Ltd. closed the transaction.공시 • May 22Okamoto Glass Co., Ltd. announced that it expects to receive ¥4.71096 million in funding from SMBC Nikko Securities Inc.Okamoto Glass Co., Ltd. announced a private placement to issue 58,160 10th stock acquisition rights at an issue price of ¥81 per unit for gross proceeds of ¥4,710,960 on May 21, 2025. The transaction will include participation from new investor SMBC Nikko Securities Inc. The transaction has been approved by shareholders, expected to close on June 6, 2025. The initial exercise price is ¥167 and the minimum exercise price is ¥84. The Amount of funds to be raised, use, and planned time of expenditure Amount of funds to be raised (estimated net proceeds) Funds raised for the stock acquisition rights: ¥975,982,960, total amount to be paid for the stock acquisition rights: ¥4,710,960 and Value of assets to be contributed when the stock acquisition rights are exercised ¥971,272,000, Estimated issuance costs: ¥10,000,000, Estimated net proceeds ¥965,982,960. The Exercise Period of the Stock Acquisition Rights June 9, 2025 to June 30, 2028.Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • May 14Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025.Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 36% to JP¥146. The fair value is estimated to be JP¥110, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.분석 기사 • Apr 07Some Confidence Is Lacking In Okamoto Glass Co., Ltd. (TSE:7746) As Shares Slide 27%To the annoyance of some shareholders, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares are down a considerable 27% in the...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥151, the stock trades at a trailing P/E ratio of 79.9x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.공시 • Mar 07Okamoto Glass Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Okamoto Glass Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.086 loss in 3Q 2024)Third quarter 2025 results: JP¥0.90 loss per share (further deteriorated from JP¥0.086 loss in 3Q 2024). Revenue: JP¥955.0m (down 7.0% from 3Q 2024). Net loss: JP¥21.0m (loss widened JP¥19.0m from 3Q 2024). 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 13% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 29Risks Still Elevated At These Prices As Okamoto Glass Co., Ltd. (TSE:7746) Shares Dive 26%The Okamoto Glass Co., Ltd. ( TSE:7746 ) share price has softened a substantial 26% over the previous 30 days, handing...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥212, the stock trades at a trailing P/E ratio of 78.3x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 55% over the past three years.공시 • Jan 03Okamoto Glass Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025분석 기사 • Dec 27Should You Be Adding Okamoto Glass (TSE:7746) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Nov 28Does Okamoto Glass (TSE:7746) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Nov 28Okamoto Glass Co., Ltd.'s (TSE:7746) 37% Price Boost Is Out Of Tune With EarningsOkamoto Glass Co., Ltd. ( TSE:7746 ) shareholders have had their patience rewarded with a 37% share price jump in the...New Risk • Nov 28New 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 12% 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 Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.89b market cap, or US$25.6m).Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 40%After last week's 40% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.공시 • Aug 29Okamoto Glass Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.99 loss in 1Q 2024)First quarter 2025 results: JP¥0.90 loss per share (improved from JP¥0.99 loss in 1Q 2024). Revenue: JP¥1.02b (up 2.7% from 1Q 2024). Net loss: JP¥21.0m (loss narrowed 8.7% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥101, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 45% over the past three years.공시 • Jun 26Okamoto Glass Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Okamoto Glass Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥4.34 (vs JP¥9.19 in FY 2023)Full year 2024 results: EPS: JP¥4.34 (down from JP¥9.19 in FY 2023). Revenue: JP¥4.58b (down 6.2% from FY 2023). Net income: JP¥101.0m (down 53% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.공시 • May 16Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024.공시 • Mar 29Okamoto Glass Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Okamoto Glass Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024New Risk • Mar 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.7m).분석 기사 • Feb 29Is Okamoto Glass (TSE:7746) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥0.086 loss per share (vs JP¥0.043 profit in 3Q 2023)Third quarter 2024 results: JP¥0.086 loss per share (down from JP¥0.043 profit in 3Q 2023). Revenue: JP¥1.03b (down 16% from 3Q 2023). Net loss: JP¥2.00m (down 300% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Dec 27Okamoto Glass Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 5.5% 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: Major Risk Debt is not well covered by operating cash flow (8.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.2m).Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥0.86 loss per share (vs JP¥3.78 profit in 2Q 2023)Second quarter 2024 results: JP¥0.86 loss per share (down from JP¥3.78 profit in 2Q 2023). Revenue: JP¥1.04b (down 24% from 2Q 2023). Net loss: JP¥20.0m (down 123% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Aug 27Okamoto Glass Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥0.99 loss per share (vs JP¥2.19 profit in 1Q 2023)First quarter 2024 results: JP¥0.99 loss per share (down from JP¥2.19 profit in 1Q 2023). Revenue: JP¥996.0m (down 21% from 1Q 2023). Net loss: JP¥23.0m (down 145% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Jun 28Okamoto Glass Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥9.19 (vs JP¥3.74 loss in FY 2022)Full year 2023 results: EPS: JP¥9.19 (up from JP¥3.74 loss in FY 2022). Revenue: JP¥4.89b (down 3.6% from FY 2022). Net income: JP¥214.0m (up JP¥301.0m from FY 2022). Profit margin: 4.4% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • May 17Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥0.043 (vs JP¥0.64 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.043 (up from JP¥0.64 loss in 3Q 2022). Revenue: JP¥1.22b (up 3.4% from 3Q 2022). Net income: JP¥1.00m (up JP¥16.0m from 3Q 2022). Profit margin: 0.1% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Dec 24Okamoto Glass Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Okamoto Glass Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥3.78 (vs JP¥10.48 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.78 (up from JP¥10.48 loss in 2Q 2022). Revenue: JP¥1.36b (up 16% from 2Q 2022). Net income: JP¥88.0m (up JP¥332.0m from 2Q 2022). Profit margin: 6.5% (up from net loss in 2Q 2022). The move to profitability was primarily driven by higher revenue. 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 14% per year, which means it is significantly lagging earnings.공시 • Sep 16Okamoto Glass Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Okamoto Glass Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥2.19 (vs JP¥0.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.19 (up from JP¥0.30 in 1Q 2022). Revenue: JP¥1.26b (flat on 1Q 2022). Net income: JP¥51.0m (up JP¥44.0m from 1Q 2022). Profit margin: 4.1% (up from 0.6% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.공시 • Jul 01Okamoto Glass Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Okamoto Glass Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 19Full year 2022 earnings released: JP¥3.74 loss per share (vs JP¥36.89 loss in FY 2021)Full year 2022 results: JP¥3.74 loss per share (up from JP¥36.89 loss in FY 2021). Revenue: JP¥5.07b (up 15% from FY 2021). Net loss: JP¥87.0m (loss narrowed 90% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.공시 • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 08Okamoto Glass Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Okamoto Glass Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Reported Earnings • Nov 16Second quarter 2022 earnings released: JP¥10.47 loss per share (vs JP¥9.63 loss in 2Q 2021)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2022 results: Revenue: JP¥1.17b (up 18% from 2Q 2021). Net loss: JP¥244.0m (loss widened 8.9% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.30 (vs JP¥6.99 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.26b (up 17% from 1Q 2021). Net income: JP¥7.00m (up JP¥169.0m from 1Q 2021). Profit margin: 0.6% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.Reported Earnings • May 17Full year 2021 earnings released: JP¥36.89 loss per share (vs JP¥8.20 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥4.41b (down 20% from FY 2020). Net loss: JP¥858.0m (loss widened 352% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.분석 기사 • May 05Is Okamoto Glass (TYO:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Mar 07New 90-day low: JP¥195The company is down 3.0% from its price of JP¥201 on 07 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.공시 • Mar 04Okamoto Glass Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Okamoto Glass Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥8.97 loss per share (vs JP¥0.39 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.19b (down 16% from 3Q 2020). Net loss: JP¥209.0m (down JP¥218.0m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.분석 기사 • Jan 20The Okamoto Glass (TYO:7746) Share Price Is Up 45% And Shareholders Are Holding OnStock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...Is New 90 Day High Low • Dec 09New 90-day high: JP¥228The company is up 21% from its price of JP¥189 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 19% over the same period.Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥9.63 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥994.0m (down 36% from 2Q 2020). Net loss: JP¥224.0m (down 352% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 101% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Sep 23New 90-day high: JP¥203The company is up 2.0% from its price of JP¥199 on 25 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.공시 • Sep 03Okamoto Glass Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Okamoto Glass Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020공시 • Aug 24Okamoto Glass Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Okamoto Glass Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020주주 수익률7746JP ElectronicJP 시장7D19.3%-3.0%-3.1%1Y495.5%72.8%38.2%전체 주주 수익률 보기수익률 대 산업: 7746은 지난 1년 동안 72.8%의 수익을 기록한 JP Electronic 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 7746은 지난 1년 동안 38.2%를 기록한 JP 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 7746's price volatile compared to industry and market?7746 volatility7746 Average Weekly Movement14.2%Electronic Industry Average Movement6.9%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 7746의 주가는 지난 3개월 동안 JP 시장보다 변동성이 컸습니다.시간에 따른 변동성: 7746의 주간 변동성(14%)은 지난 1년 동안 안정적이었지만 JP 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트1928231Tsuyoshi Okamotoogc-jp.com오카모토 유리는 산업용 특수 유리와 다층 필름 증착 제품을 제조 및 판매합니다. 이 회사는 광학 사업, 조명 사업, 기능성 박막 및 유리 사업, 기타 부문을 통해 운영됩니다. 광학 사업 부문은 디지털 시네마 프로젝터용 플라이 아이 렌즈와 반사판을 제조 및 판매합니다.더 보기Okamoto Glass Co., Ltd. 기초 지표 요약Okamoto Glass의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7746 기초 통계시가총액JP¥27.03b순이익 (TTM)-JP¥149.00m매출 (TTM)JP¥4.73b5.7x주가매출비율(P/S)-181.4x주가수익비율(P/E)7746는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7746 손익계산서 (TTM)매출JP¥4.73b매출원가JP¥3.28b총이익JP¥1.45b기타 비용JP¥1.60b순이익-JP¥149.00m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)-5.12총이익률30.73%순이익률-3.15%부채/자본 비율177.0%7746의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 18:37종가2026/05/21 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 소스Okamoto Glass Co., Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mitsuhiro OsawaIchiyoshi Research Institute Inc.
Reported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.
공시 • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026.
공시 • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.
분석 기사 • Feb 12Would Okamoto Glass (TSE:7746) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jan 07Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 36%Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 36% gain in the last month...
Reported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.
공시 • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026.
공시 • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.
분석 기사 • Feb 12Would Okamoto Glass (TSE:7746) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jan 07Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 36%Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 36% gain in the last month...
공시 • Dec 02Okamoto Glass Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Okamoto Glass Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
New Risk • Nov 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (JP¥11.2b market cap, or US$71.5m).
Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent External Director Hidemi Nakai was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Oct 29Optimistic Investors Push Okamoto Glass Co., Ltd. (TSE:7746) Shares Up 38% But Growth Is LackingOkamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 38% gain in the last month...
공시 • Sep 26Okamoto Glass Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
분석 기사 • Sep 09Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 38%Despite an already strong run, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have been powering on, with a gain of 38% in...
New Risk • Sep 09New 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 10% 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 (10% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.54b market cap, or US$37.8m).
Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥5.50 loss per share (vs JP¥0.90 loss in 1Q 2025)First quarter 2026 results: JP¥5.50 loss per share (further deteriorated from JP¥0.90 loss in 1Q 2025). Revenue: JP¥915.0m (down 11% from 1Q 2025). Net loss: JP¥129.0m (loss widened JP¥108.0m from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥173, the stock trades at a trailing P/E ratio of 45.2x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Jun 25Is Okamoto Glass (TSE:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Jun 07Okamoto Glass Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Okamoto Glass Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • Jun 06Okamoto Glass Co., Ltd. announced that it has received ¥4.71096 million in funding from SMBC Nikko Securities Inc.On June 6, 2025, Okamoto Glass Co., Ltd. closed the transaction.
공시 • May 22Okamoto Glass Co., Ltd. announced that it expects to receive ¥4.71096 million in funding from SMBC Nikko Securities Inc.Okamoto Glass Co., Ltd. announced a private placement to issue 58,160 10th stock acquisition rights at an issue price of ¥81 per unit for gross proceeds of ¥4,710,960 on May 21, 2025. The transaction will include participation from new investor SMBC Nikko Securities Inc. The transaction has been approved by shareholders, expected to close on June 6, 2025. The initial exercise price is ¥167 and the minimum exercise price is ¥84. The Amount of funds to be raised, use, and planned time of expenditure Amount of funds to be raised (estimated net proceeds) Funds raised for the stock acquisition rights: ¥975,982,960, total amount to be paid for the stock acquisition rights: ¥4,710,960 and Value of assets to be contributed when the stock acquisition rights are exercised ¥971,272,000, Estimated issuance costs: ¥10,000,000, Estimated net proceeds ¥965,982,960. The Exercise Period of the Stock Acquisition Rights June 9, 2025 to June 30, 2028.
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • May 14Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025.
Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 36% to JP¥146. The fair value is estimated to be JP¥110, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.
분석 기사 • Apr 07Some Confidence Is Lacking In Okamoto Glass Co., Ltd. (TSE:7746) As Shares Slide 27%To the annoyance of some shareholders, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares are down a considerable 27% in the...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥151, the stock trades at a trailing P/E ratio of 79.9x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.
공시 • Mar 07Okamoto Glass Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Okamoto Glass Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.086 loss in 3Q 2024)Third quarter 2025 results: JP¥0.90 loss per share (further deteriorated from JP¥0.086 loss in 3Q 2024). Revenue: JP¥955.0m (down 7.0% from 3Q 2024). Net loss: JP¥21.0m (loss widened JP¥19.0m from 3Q 2024). 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 13% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 29Risks Still Elevated At These Prices As Okamoto Glass Co., Ltd. (TSE:7746) Shares Dive 26%The Okamoto Glass Co., Ltd. ( TSE:7746 ) share price has softened a substantial 26% over the previous 30 days, handing...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥212, the stock trades at a trailing P/E ratio of 78.3x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 55% over the past three years.
공시 • Jan 03Okamoto Glass Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
분석 기사 • Dec 27Should You Be Adding Okamoto Glass (TSE:7746) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Nov 28Does Okamoto Glass (TSE:7746) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Nov 28Okamoto Glass Co., Ltd.'s (TSE:7746) 37% Price Boost Is Out Of Tune With EarningsOkamoto Glass Co., Ltd. ( TSE:7746 ) shareholders have had their patience rewarded with a 37% share price jump in the...
New Risk • Nov 28New 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 12% 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 Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.89b market cap, or US$25.6m).
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 40%After last week's 40% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.
공시 • Aug 29Okamoto Glass Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.99 loss in 1Q 2024)First quarter 2025 results: JP¥0.90 loss per share (improved from JP¥0.99 loss in 1Q 2024). Revenue: JP¥1.02b (up 2.7% from 1Q 2024). Net loss: JP¥21.0m (loss narrowed 8.7% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥101, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 45% over the past three years.
공시 • Jun 26Okamoto Glass Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Okamoto Glass Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥4.34 (vs JP¥9.19 in FY 2023)Full year 2024 results: EPS: JP¥4.34 (down from JP¥9.19 in FY 2023). Revenue: JP¥4.58b (down 6.2% from FY 2023). Net income: JP¥101.0m (down 53% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
공시 • May 16Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024.
공시 • Mar 29Okamoto Glass Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Okamoto Glass Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
New Risk • Mar 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.7m).
분석 기사 • Feb 29Is Okamoto Glass (TSE:7746) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥0.086 loss per share (vs JP¥0.043 profit in 3Q 2023)Third quarter 2024 results: JP¥0.086 loss per share (down from JP¥0.043 profit in 3Q 2023). Revenue: JP¥1.03b (down 16% from 3Q 2023). Net loss: JP¥2.00m (down 300% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Dec 27Okamoto Glass Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 5.5% 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: Major Risk Debt is not well covered by operating cash flow (8.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.2m).
Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥0.86 loss per share (vs JP¥3.78 profit in 2Q 2023)Second quarter 2024 results: JP¥0.86 loss per share (down from JP¥3.78 profit in 2Q 2023). Revenue: JP¥1.04b (down 24% from 2Q 2023). Net loss: JP¥20.0m (down 123% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Aug 27Okamoto Glass Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥0.99 loss per share (vs JP¥2.19 profit in 1Q 2023)First quarter 2024 results: JP¥0.99 loss per share (down from JP¥2.19 profit in 1Q 2023). Revenue: JP¥996.0m (down 21% from 1Q 2023). Net loss: JP¥23.0m (down 145% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Jun 28Okamoto Glass Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥9.19 (vs JP¥3.74 loss in FY 2022)Full year 2023 results: EPS: JP¥9.19 (up from JP¥3.74 loss in FY 2022). Revenue: JP¥4.89b (down 3.6% from FY 2022). Net income: JP¥214.0m (up JP¥301.0m from FY 2022). Profit margin: 4.4% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • May 17Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥0.043 (vs JP¥0.64 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.043 (up from JP¥0.64 loss in 3Q 2022). Revenue: JP¥1.22b (up 3.4% from 3Q 2022). Net income: JP¥1.00m (up JP¥16.0m from 3Q 2022). Profit margin: 0.1% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Dec 24Okamoto Glass Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Okamoto Glass Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥3.78 (vs JP¥10.48 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.78 (up from JP¥10.48 loss in 2Q 2022). Revenue: JP¥1.36b (up 16% from 2Q 2022). Net income: JP¥88.0m (up JP¥332.0m from 2Q 2022). Profit margin: 6.5% (up from net loss in 2Q 2022). The move to profitability was primarily driven by higher revenue. 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 14% per year, which means it is significantly lagging earnings.
공시 • Sep 16Okamoto Glass Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Okamoto Glass Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥2.19 (vs JP¥0.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.19 (up from JP¥0.30 in 1Q 2022). Revenue: JP¥1.26b (flat on 1Q 2022). Net income: JP¥51.0m (up JP¥44.0m from 1Q 2022). Profit margin: 4.1% (up from 0.6% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
공시 • Jul 01Okamoto Glass Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Okamoto Glass Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 19Full year 2022 earnings released: JP¥3.74 loss per share (vs JP¥36.89 loss in FY 2021)Full year 2022 results: JP¥3.74 loss per share (up from JP¥36.89 loss in FY 2021). Revenue: JP¥5.07b (up 15% from FY 2021). Net loss: JP¥87.0m (loss narrowed 90% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
공시 • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 08Okamoto Glass Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Okamoto Glass Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Reported Earnings • Nov 16Second quarter 2022 earnings released: JP¥10.47 loss per share (vs JP¥9.63 loss in 2Q 2021)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2022 results: Revenue: JP¥1.17b (up 18% from 2Q 2021). Net loss: JP¥244.0m (loss widened 8.9% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.30 (vs JP¥6.99 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.26b (up 17% from 1Q 2021). Net income: JP¥7.00m (up JP¥169.0m from 1Q 2021). Profit margin: 0.6% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 17Full year 2021 earnings released: JP¥36.89 loss per share (vs JP¥8.20 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥4.41b (down 20% from FY 2020). Net loss: JP¥858.0m (loss widened 352% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
분석 기사 • May 05Is Okamoto Glass (TYO:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Mar 07New 90-day low: JP¥195The company is down 3.0% from its price of JP¥201 on 07 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.
공시 • Mar 04Okamoto Glass Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Okamoto Glass Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥8.97 loss per share (vs JP¥0.39 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.19b (down 16% from 3Q 2020). Net loss: JP¥209.0m (down JP¥218.0m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.
분석 기사 • Jan 20The Okamoto Glass (TYO:7746) Share Price Is Up 45% And Shareholders Are Holding OnStock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...
Is New 90 Day High Low • Dec 09New 90-day high: JP¥228The company is up 21% from its price of JP¥189 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 19% over the same period.
Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥9.63 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥994.0m (down 36% from 2Q 2020). Net loss: JP¥224.0m (down 352% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 101% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Sep 23New 90-day high: JP¥203The company is up 2.0% from its price of JP¥199 on 25 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.
공시 • Sep 03Okamoto Glass Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Okamoto Glass Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
공시 • Aug 24Okamoto Glass Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Okamoto Glass Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020
