Narrative Update • Jun 05

Over the last 7 days, the Auto Components industry has dropped 1.1%, driven by a pullback from Sumitomo Electric Industries of 24%. In contrast, Daido Metal has gained 12%. This takes the industry's 12 month performance to a gain of 64%. As for the next few years, earnings are expected to grow by 11% per annum.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | JP¥34.5t | JP¥46.9t | JP¥2.4t | 9.3x | 14.4x | 0.7x |
| Fri, 08 May 2026 | JP¥31.0t | JP¥46.4t | JP¥2.2t | 10x | 14x | 0.7x |
| Sun, 05 Apr 2026 | JP¥30.5t | JP¥46.0t | JP¥2.1t | 10x | 14.2x | 0.7x |
| Tue, 03 Mar 2026 | JP¥35.2t | JP¥46.0t | JP¥2.1t | 11.4x | 16.7x | 0.8x |
| Thu, 29 Jan 2026 | JP¥29.7t | JP¥45.8t | JP¥1.9t | 11.1x | 15.3x | 0.6x |
| Sat, 27 Dec 2025 | JP¥29.8t | JP¥45.8t | JP¥1.9t | 10.4x | 15.4x | 0.7x |
| Mon, 24 Nov 2025 | JP¥28.7t | JP¥46.5t | JP¥2.0t | 9.8x | 14.6x | 0.6x |
| Wed, 22 Oct 2025 | JP¥27.7t | JP¥46.1t | JP¥1.7t | 11.3x | 16.1x | 0.6x |
| Fri, 19 Sep 2025 | JP¥27.5t | JP¥46.1t | JP¥1.7t | 11.2x | 16x | 0.6x |
| Sun, 17 Aug 2025 | JP¥25.5t | JP¥45.5t | JP¥1.7t | 10.4x | 15.1x | 0.6x |
| Tue, 15 Jul 2025 | JP¥22.7t | JP¥45.6t | JP¥1.8t | 9.4x | 12.8x | 0.5x |
| Thu, 12 Jun 2025 | JP¥22.0t | JP¥45.6t | JP¥1.8t | 9x | 12.4x | 0.5x |
| Sat, 10 May 2025 | JP¥21.7t | JP¥45.5t | JP¥1.8t | 9.6x | 11.8x | 0.5x |
| Mon, 07 Apr 2025 | JP¥19.3t | JP¥45.2t | JP¥1.8t | 9.1x | 10.6x | 0.4x |
| Wed, 05 Mar 2025 | JP¥21.7t | JP¥45.2t | JP¥1.8t | 10.2x | 11.9x | 0.5x |
| Fri, 31 Jan 2025 | JP¥23.1t | JP¥45.4t | JP¥1.7t | 9.9x | 13.9x | 0.5x |
| Sun, 29 Dec 2024 | JP¥23.1t | JP¥45.4t | JP¥1.7t | 10x | 14x | 0.5x |
| Tue, 26 Nov 2024 | JP¥22.9t | JP¥45.4t | JP¥1.7t | 9.8x | 13.8x | 0.5x |
| Thu, 24 Oct 2024 | JP¥21.7t | JP¥45.6t | JP¥1.9t | 8.2x | 11.6x | 0.5x |
| Sat, 21 Sep 2024 | JP¥21.6t | JP¥45.6t | JP¥1.9t | 8.1x | 11.6x | 0.5x |
| Mon, 19 Aug 2024 | JP¥22.6t | JP¥45.5t | JP¥1.9t | 8.1x | 12.2x | 0.5x |
| Wed, 17 Jul 2024 | JP¥24.3t | JP¥45.0t | JP¥1.8t | 9.2x | 13.6x | 0.5x |
| Fri, 14 Jun 2024 | JP¥24.2t | JP¥45.0t | JP¥1.8t | 8.7x | 13.5x | 0.5x |
| Sun, 12 May 2024 | JP¥25.4t | JP¥44.7t | JP¥1.7t | 8.9x | 14.7x | 0.6x |
| Tue, 09 Apr 2024 | JP¥26.4t | JP¥44.5t | JP¥1.7t | 9.5x | 15.4x | 0.6x |
| Thu, 07 Mar 2024 | JP¥25.9t | JP¥44.7t | JP¥1.7t | 9.6x | 15.1x | 0.6x |
| Sat, 03 Feb 2024 | JP¥23.5t | JP¥43.9t | JP¥1.7t | 10.3x | 13.9x | 0.5x |
| Mon, 01 Jan 2024 | JP¥21.6t | JP¥43.8t | JP¥1.7t | 9.7x | 12.9x | 0.5x |
| Wed, 29 Nov 2023 | JP¥22.8t | JP¥43.8t | JP¥1.7t | 10.2x | 13.6x | 0.5x |
| Fri, 27 Oct 2023 | JP¥21.6t | JP¥42.9t | JP¥1.5t | 9.8x | 14.2x | 0.5x |
| Sun, 24 Sep 2023 | JP¥23.8t | JP¥42.8t | JP¥1.5t | 10.8x | 15.6x | 0.6x |
| Tue, 22 Aug 2023 | JP¥21.9t | JP¥42.8t | JP¥1.5t | 10.2x | 14.5x | 0.5x |
| Thu, 20 Jul 2023 | JP¥22.3t | JP¥41.3t | JP¥1.3t | 12x | 17x | 0.5x |
| Sat, 17 Jun 2023 | JP¥22.3t | JP¥41.2t | JP¥1.3t | 11.4x | 17x | 0.5x |
17x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.98% | |
| Consumer Discretionary | -1.04% | |
| Auto Components | -1.12% | |
| Tires and Rubber | 0.58% | |
| Auto Parts and Equipment | -1.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7245 Daido Metal | JP¥1.23k | 11.7% +JP¥6.0b | 107.1% | PE13.1x | |
| 7839 Shoei | JP¥1.92k | 4.2% +JP¥3.8b | 16.9% | PE14.9x | |
| 5161 Nishikawa Rubber | JP¥3.05k | 3.2% +JP¥3.4b | 21.3% | PE10.1x | |
| 7292 Murakami | JP¥6.68k | 1.7% +JP¥1.3b | 8.8% | PE12.7x | |
| 6995 Tokai Rika | JP¥2.86k | 0.3% +JP¥766.0m | 31.5% | PE8.3x |