Narrative Update • Aug 23

The Consumer Durables is pretty flat in the last 7 days, but Sony Group has stood out, gaining 5.1%. The past year has been better, since the industry has gained 15% in that time. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | JP¥42.7t | JP¥39.4t | JP¥2.1t | 10.3x | 20x | 1.1x |
| Sat, 25 Jul 2026 | JP¥38.7t | JP¥38.8t | JP¥2.0t | 9.4x | 19.2x | 1x |
| Mon, 22 Jun 2026 | JP¥38.3t | JP¥38.8t | JP¥2.0t | 9.6x | 19x | 1x |
| Wed, 20 May 2026 | JP¥39.3t | JP¥38.8t | JP¥2.0t | 9.9x | 20x | 1x |
| Fri, 17 Apr 2026 | JP¥37.0t | JP¥39.2t | JP¥2.2t | 11.5x | 16.6x | 0.9x |
| Sun, 15 Mar 2026 | JP¥36.7t | JP¥39.2t | JP¥2.2t | 11.5x | 16.4x | 0.9x |
| Tue, 10 Feb 2026 | JP¥36.9t | JP¥39.1t | JP¥2.1t | 11.8x | 17.3x | 0.9x |
| Thu, 08 Jan 2026 | JP¥38.7t | JP¥39.2t | JP¥2.3t | 11.9x | 16.8x | 1x |
| Sat, 06 Dec 2025 | JP¥39.9t | JP¥39.2t | JP¥2.3t | 11.4x | 17.3x | 1x |
| Mon, 03 Nov 2025 | JP¥39.5t | JP¥39.1t | JP¥2.3t | 11.5x | 17.4x | 1x |
| Wed, 01 Oct 2025 | JP¥38.8t | JP¥39.3t | JP¥2.3t | 11.6x | 16.8x | 1x |
| Fri, 29 Aug 2025 | JP¥37.8t | JP¥39.2t | JP¥2.3t | 11x | 16.2x | 1x |
| Sun, 27 Jul 2025 | JP¥34.8t | JP¥39.5t | JP¥2.2t | 11x | 15.5x | 0.9x |
| Tue, 24 Jun 2025 | JP¥32.9t | JP¥39.2t | JP¥2.2t | 10.6x | 14.7x | 0.8x |
| Thu, 22 May 2025 | JP¥34.5t | JP¥39.4t | JP¥2.3t | 10.7x | 15.3x | 0.9x |
| Sat, 19 Apr 2025 | JP¥33.3t | JP¥40.2t | JP¥2.0t | 11.7x | 16.6x | 0.8x |
| Mon, 17 Mar 2025 | JP¥34.7t | JP¥40.4t | JP¥2.0t | 11.3x | 17.1x | 0.9x |
| Wed, 12 Feb 2025 | JP¥34.3t | JP¥39.3t | JP¥2.1t | 11.7x | 16.7x | 0.9x |
| Fri, 10 Jan 2025 | JP¥32.5t | JP¥39.4t | JP¥2.1t | 11.8x | 15.6x | 0.8x |
| Sun, 08 Dec 2024 | JP¥32.0t | JP¥39.4t | JP¥2.1t | 11.8x | 15.4x | 0.8x |
| Tue, 05 Nov 2024 | JP¥29.8t | JP¥40.2t | JP¥2.0t | 11.1x | 14.7x | 0.7x |
| Thu, 03 Oct 2024 | JP¥31.2t | JP¥40.1t | JP¥2.0t | 12.2x | 15.6x | 0.8x |
| Sat, 31 Aug 2024 | JP¥30.8t | JP¥39.7t | JP¥2.0t | 11.7x | 15.6x | 0.8x |
| Mon, 29 Jul 2024 | JP¥29.5t | JP¥39.4t | JP¥2.1t | 12x | 14.1x | 0.7x |
| Wed, 26 Jun 2024 | JP¥29.5t | JP¥39.3t | JP¥2.1t | 12.2x | 14.1x | 0.7x |
| Fri, 24 May 2024 | JP¥29.2t | JP¥39.3t | JP¥2.1t | 12.2x | 14.1x | 0.7x |
| Sun, 21 Apr 2024 | JP¥27.9t | JP¥39.2t | JP¥1.9t | 11.5x | 14.6x | 0.7x |
| Tue, 19 Mar 2024 | JP¥29.3t | JP¥39.2t | JP¥1.9t | 11.9x | 15.3x | 0.7x |
| Thu, 15 Feb 2024 | JP¥30.6t | JP¥38.3t | JP¥1.8t | 11.3x | 16.8x | 0.8x |
| Sat, 13 Jan 2024 | JP¥31.1t | JP¥38.6t | JP¥1.8t | 10.9x | 17.5x | 0.8x |
| Mon, 11 Dec 2023 | JP¥28.1t | JP¥38.5t | JP¥1.8t | 10.4x | 15.8x | 0.7x |
| Wed, 08 Nov 2023 | JP¥28.7t | JP¥38.2t | JP¥1.9t | 10.6x | 15.5x | 0.8x |
| Fri, 06 Oct 2023 | JP¥28.4t | JP¥38.2t | JP¥1.8t | 10.1x | 15.4x | 0.7x |
| Sun, 03 Sep 2023 | JP¥29.1t | JP¥38.1t | JP¥1.8t | 9.8x | 15.8x | 0.8x |
15.8x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.37% | |
| Consumer Discretionary | 2.24% | |
| Consumer Durables | 3.26% | |
| Consumer Electronics | 3.48% | |
| Homebuilding | 2.55% | |
| Home Furnishings | 1.51% | |
| Housewares and Specialties | 0.93% | |
| Household Appliances | 0.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥3.88k | 5.1% +JP¥1.1t | -5.3% | PE20.4x | |
| 1928 Sekisui House | JP¥3.46k | 2.6% +JP¥56.4b | 4.1% | PE8.7x | |
| 6952 Casio ComputerLtd | JP¥2.41k | 5.7% +JP¥28.8b | 98.4% | PE22.3x | |
| 1911 Sumitomo Forestry | JP¥1.35k | 3.4% +JP¥27.3b | -19.7% | PE9.7x | |
| 1808 HASEKO | JP¥2.86k | 3.3% +JP¥24.1b | 18.1% | PE11.9x |