Narrative Update • Jun 23

Over the last 7 days, the Auto Components industry has dropped 2.4%, driven by Bridgestone declining 4.0%. In contrast, GS Yuasa has gained 7.1%. Over the past 12 months, the industry was up 63%. Earnings are forecast to grow by 10% annually.
Has the Japanese Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | JP¥34.2t | JP¥46.7t | JP¥2.4t | 9.3x | 14.3x | 0.7x |
| Sat, 23 May 2026 | JP¥33.1t | JP¥46.8t | JP¥2.4t | 9x | 13.8x | 0.7x |
| Mon, 20 Apr 2026 | JP¥31.5t | JP¥46.0t | JP¥2.1t | 10.2x | 14.7x | 0.7x |
| Wed, 18 Mar 2026 | JP¥30.8t | JP¥46.0t | JP¥2.1t | 10x | 14.4x | 0.7x |
| Fri, 13 Feb 2026 | JP¥32.6t | JP¥45.9t | JP¥2.0t | 10.6x | 16.4x | 0.7x |
| Sun, 11 Jan 2026 | JP¥30.0t | JP¥45.8t | JP¥1.9t | 10.7x | 15.5x | 0.7x |
| Tue, 09 Dec 2025 | JP¥29.9t | JP¥46.5t | JP¥2.0t | 9.8x | 15.2x | 0.6x |
| Thu, 06 Nov 2025 | JP¥29.0t | JP¥46.5t | JP¥1.8t | 11.2x | 16.2x | 0.6x |
| Sat, 04 Oct 2025 | JP¥27.0t | JP¥46.1t | JP¥1.7t | 11.1x | 15.7x | 0.6x |
| Mon, 01 Sep 2025 | JP¥26.3t | JP¥45.5t | JP¥1.7t | 11.3x | 15.6x | 0.6x |
| Wed, 30 Jul 2025 | JP¥23.8t | JP¥45.6t | JP¥1.8t | 9.8x | 13.5x | 0.5x |
| Fri, 27 Jun 2025 | JP¥22.0t | JP¥45.6t | JP¥1.8t | 9x | 12.4x | 0.5x |
| Sun, 25 May 2025 | JP¥21.6t | JP¥45.6t | JP¥1.8t | 8.8x | 12.2x | 0.5x |
| Tue, 22 Apr 2025 | JP¥19.7t | JP¥45.2t | JP¥1.8t | 9x | 10.8x | 0.4x |
| Thu, 20 Mar 2025 | JP¥23.0t | JP¥45.2t | JP¥1.8t | 10.7x | 12.6x | 0.5x |
| Sat, 15 Feb 2025 | JP¥22.3t | JP¥45.2t | JP¥1.8t | 9.9x | 12.1x | 0.5x |
| Mon, 13 Jan 2025 | JP¥22.3t | JP¥45.0t | JP¥1.6t | 10.3x | 13.7x | 0.5x |
| Wed, 11 Dec 2024 | JP¥22.5t | JP¥45.4t | JP¥1.7t | 9.8x | 13.6x | 0.5x |
| Fri, 08 Nov 2024 | JP¥22.9t | JP¥45.3t | JP¥1.8t | 8.6x | 12.7x | 0.5x |
| Sun, 06 Oct 2024 | JP¥21.8t | JP¥45.6t | JP¥1.9t | 8.4x | 11.7x | 0.5x |
| Tue, 03 Sep 2024 | JP¥22.5t | JP¥45.5t | JP¥1.9t | 8.3x | 12.1x | 0.5x |
| Thu, 01 Aug 2024 | JP¥23.9t | JP¥45.1t | JP¥1.8t | 9.1x | 13.4x | 0.5x |
| Sat, 29 Jun 2024 | JP¥24.2t | JP¥45.0t | JP¥1.8t | 8.8x | 13.5x | 0.5x |
| Mon, 27 May 2024 | JP¥24.8t | JP¥45.0t | JP¥1.8t | 8.8x | 13.8x | 0.5x |
| Wed, 24 Apr 2024 | JP¥26.1t | JP¥44.5t | JP¥1.7t | 9.1x | 15.2x | 0.6x |
| Fri, 22 Mar 2024 | JP¥26.6t | JP¥44.7t | JP¥1.7t | 9.8x | 15.5x | 0.6x |
| Sun, 18 Feb 2024 | JP¥24.7t | JP¥44.7t | JP¥1.7t | 9x | 14.3x | 0.6x |
| Tue, 16 Jan 2024 | JP¥22.8t | JP¥43.8t | JP¥1.7t | 9.9x | 13.7x | 0.5x |
| Thu, 14 Dec 2023 | JP¥21.8t | JP¥43.8t | JP¥1.7t | 9.6x | 13.1x | 0.5x |
| Sat, 11 Nov 2023 | JP¥22.7t | JP¥43.7t | JP¥1.6t | 9.9x | 13.9x | 0.5x |
| Mon, 09 Oct 2023 | JP¥22.1t | JP¥42.8t | JP¥1.5t | 9.9x | 14.6x | 0.5x |
| Wed, 06 Sep 2023 | JP¥23.3t | JP¥42.8t | JP¥1.5t | 10.7x | 15.4x | 0.5x |
| Fri, 04 Aug 2023 | JP¥22.3t | JP¥42.4t | JP¥1.4t | 11.5x | 15.7x | 0.5x |
| Sun, 02 Jul 2023 | JP¥22.3t | JP¥41.2t | JP¥1.3t | 11.8x | 17x | 0.5x |
17x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -1.29% | |
| Consumer Discretionary | -1.73% | |
| Auto Components | -2.40% | |
| Auto Parts and Equipment | -1.89% | |
| Tires and Rubber | -4.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6674 GS Yuasa | JP¥7.11k | 5.8% +JP¥39.3b | 166.0% | PE17x | |
| 5802 Sumitomo Electric Industries | JP¥12.25k | 0.4% +JP¥39.0b | 304.6% | PE25.9x | |
| 7245 Daido Metal | JP¥1.74k | 22.7% +JP¥15.1b | 162.7% | PE18.5x | |
| 7988 Nifco | JP¥4.78k | 3.1% +JP¥13.5b | 40.2% | PE13.1x | |
| 5985 Suncall | JP¥1.95k | 18.3% +JP¥9.1b | 561.7% | PE9.5x |