Narrative Update • Jul 10

Over the last 7 days, the Auto Components industry has dropped 1.9%, driven by a pullback from Sumitomo Electric Industries of 3.1%. This takes the industry's 12 month performance to a gain of 51%. Earnings are forecast to grow by 9.8% annually.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | JP¥33.1t | JP¥46.7t | JP¥2.4t | 9.6x | 13.8x | 0.7x |
| Tue, 09 Jun 2026 | JP¥34.3t | JP¥46.9t | JP¥2.4t | 9.1x | 14.3x | 0.7x |
| Thu, 07 May 2026 | JP¥31.0t | JP¥46.4t | JP¥2.2t | 10x | 14x | 0.7x |
| Sat, 04 Apr 2026 | JP¥30.5t | JP¥46.0t | JP¥2.1t | 10x | 14.2x | 0.7x |
| Mon, 02 Mar 2026 | JP¥35.2t | JP¥46.0t | JP¥2.1t | 11.4x | 16.7x | 0.8x |
| Wed, 28 Jan 2026 | JP¥29.9t | JP¥45.8t | JP¥1.9t | 11.3x | 15.4x | 0.7x |
| Fri, 26 Dec 2025 | JP¥30.0t | JP¥45.8t | JP¥1.9t | 10.4x | 15.5x | 0.7x |
| Sun, 23 Nov 2025 | JP¥28.7t | JP¥46.5t | JP¥2.0t | 9.8x | 14.6x | 0.6x |
| Tue, 21 Oct 2025 | JP¥27.0t | JP¥46.1t | JP¥1.7t | 11.2x | 15.7x | 0.6x |
| Thu, 18 Sep 2025 | JP¥27.3t | JP¥46.1t | JP¥1.7t | 11.3x | 15.9x | 0.6x |
| Sat, 16 Aug 2025 | JP¥25.5t | JP¥45.5t | JP¥1.7t | 11.3x | 15.1x | 0.6x |
| Mon, 14 Jul 2025 | JP¥22.8t | JP¥45.6t | JP¥1.8t | 9.3x | 12.8x | 0.5x |
| Wed, 11 Jun 2025 | JP¥22.0t | JP¥45.6t | JP¥1.8t | 9.1x | 12.4x | 0.5x |
| Fri, 09 May 2025 | JP¥21.4t | JP¥45.5t | JP¥1.8t | 9.7x | 11.7x | 0.5x |
| Sun, 06 Apr 2025 | JP¥19.3t | JP¥45.2t | JP¥1.8t | 9.1x | 10.6x | 0.4x |
| Tue, 04 Mar 2025 | JP¥22.1t | JP¥45.2t | JP¥1.8t | 10.3x | 12.1x | 0.5x |
| Thu, 30 Jan 2025 | JP¥22.7t | JP¥45.4t | JP¥1.7t | 9.9x | 13.7x | 0.5x |
| Sat, 28 Dec 2024 | JP¥23.1t | JP¥45.4t | JP¥1.7t | 10x | 14x | 0.5x |
| Mon, 25 Nov 2024 | JP¥22.9t | JP¥45.4t | JP¥1.7t | 9.9x | 13.8x | 0.5x |
| Wed, 23 Oct 2024 | JP¥21.5t | JP¥45.6t | JP¥1.9t | 8.2x | 11.5x | 0.5x |
| Fri, 20 Sep 2024 | JP¥21.0t | JP¥45.5t | JP¥1.9t | 8x | 11.3x | 0.5x |
| Sun, 18 Aug 2024 | JP¥22.6t | JP¥45.5t | JP¥1.9t | 8.1x | 12.2x | 0.5x |
| Tue, 16 Jul 2024 | JP¥24.5t | JP¥45.0t | JP¥1.8t | 8.9x | 13.6x | 0.5x |
| Thu, 13 Jun 2024 | JP¥24.8t | JP¥45.0t | JP¥1.8t | 8.9x | 13.8x | 0.5x |
| Sat, 11 May 2024 | JP¥25.4t | JP¥44.7t | JP¥1.7t | 8.9x | 14.7x | 0.6x |
| Mon, 08 Apr 2024 | JP¥26.0t | JP¥44.5t | JP¥1.7t | 9.3x | 15.1x | 0.6x |
| Wed, 06 Mar 2024 | JP¥25.4t | JP¥44.7t | JP¥1.7t | 9.3x | 14.8x | 0.6x |
| Fri, 02 Feb 2024 | JP¥23.4t | JP¥43.9t | JP¥1.7t | 10.4x | 14.1x | 0.5x |
| Sun, 31 Dec 2023 | JP¥21.6t | JP¥43.8t | JP¥1.7t | 9.7x | 12.9x | 0.5x |
| Tue, 28 Nov 2023 | JP¥23.1t | JP¥43.8t | JP¥1.7t | 10.1x | 13.8x | 0.5x |
| Thu, 26 Oct 2023 | JP¥21.9t | JP¥42.9t | JP¥1.5t | 9.8x | 14.3x | 0.5x |
| Sat, 23 Sep 2023 | JP¥23.8t | JP¥42.8t | JP¥1.5t | 10.8x | 15.6x | 0.6x |
| Mon, 21 Aug 2023 | JP¥21.9t | JP¥42.8t | JP¥1.5t | 10.2x | 14.5x | 0.5x |
| Wed, 19 Jul 2023 | JP¥21.9t | JP¥41.3t | JP¥1.3t | 11.8x | 16.7x | 0.5x |
16.7x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.89% | |
| Consumer Discretionary | -0.69% | |
| Auto Components | -1.92% | |
| Tires and Rubber | 0.32% | |
| Auto Parts and Equipment | -2.49% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5108 Bridgestone | JP¥3.57k | 1.5% +JP¥67.5b | 17.9% | PE13.4x | |
| 7283 Aisan Industry | JP¥2.40k | 11.8% +JP¥14.5b | 38.7% | PE10.5x | |
| 5105 Toyo Tire | JP¥3.91k | 0.9% +JP¥5.2b | 25.8% | PE9.2x | |
| 7292 Murakami | JP¥6.85k | 7.0% +JP¥5.2b | 3.9% | PE13.1x | |
| 7988 Nifco | JP¥5.09k | 0.9% +JP¥4.0b | 44.2% | PE13.9x |