Narrative Update • Jun 04

Over the last 7 days, the Consumer Durables industry has risen 2.7%, driven by gains from Sony Group of 3.7%. This takes the industry's 12 month performance to a gain of 13%. Earnings are forecast to grow by 13% annually.
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | JP¥39.1t | JP¥38.8t | JP¥2.0t | 9.6x | 19.7x | 1x |
| Mon, 04 May 2026 | JP¥35.8t | JP¥39.2t | JP¥2.2t | 10.9x | 16x | 0.9x |
| Wed, 01 Apr 2026 | JP¥34.8t | JP¥39.2t | JP¥2.2t | 10.9x | 15.6x | 0.9x |
| Fri, 27 Feb 2026 | JP¥37.0t | JP¥39.1t | JP¥2.2t | 12.3x | 16.8x | 0.9x |
| Sun, 25 Jan 2026 | JP¥37.2t | JP¥39.2t | JP¥2.3t | 11.9x | 16.2x | 0.9x |
| Tue, 23 Dec 2025 | JP¥38.2t | JP¥39.2t | JP¥2.3t | 11.7x | 16.6x | 1x |
| Thu, 20 Nov 2025 | JP¥39.4t | JP¥39.2t | JP¥2.3t | 11.4x | 17.1x | 1x |
| Sat, 18 Oct 2025 | JP¥39.2t | JP¥39.3t | JP¥2.3t | 11.5x | 16.9x | 1x |
| Mon, 15 Sep 2025 | JP¥39.1t | JP¥39.2t | JP¥2.3t | 11.5x | 16.8x | 1x |
| Wed, 13 Aug 2025 | JP¥37.0t | JP¥39.5t | JP¥2.3t | 10.7x | 15.9x | 0.9x |
| Fri, 11 Jul 2025 | JP¥33.9t | JP¥39.5t | JP¥2.2t | 10.5x | 15.1x | 0.9x |
| Sun, 08 Jun 2025 | JP¥35.0t | JP¥39.1t | JP¥2.2t | 10.9x | 15.6x | 0.9x |
| Tue, 06 May 2025 | JP¥35.2t | JP¥40.4t | JP¥2.0t | 11.7x | 17.4x | 0.9x |
| Thu, 03 Apr 2025 | JP¥35.2t | JP¥40.2t | JP¥2.0t | 11.5x | 17.5x | 0.9x |
| Sat, 01 Mar 2025 | JP¥36.2t | JP¥40.1t | JP¥2.0t | 11.6x | 17.8x | 0.9x |
| Mon, 27 Jan 2025 | JP¥32.8t | JP¥39.4t | JP¥2.1t | 11.6x | 15.7x | 0.8x |
| Wed, 25 Dec 2024 | JP¥33.3t | JP¥39.4t | JP¥2.1t | 11.7x | 15.9x | 0.8x |
| Fri, 22 Nov 2024 | JP¥31.8t | JP¥40.3t | JP¥2.2t | 11.9x | 14.7x | 0.8x |
| Sun, 20 Oct 2024 | JP¥30.2t | JP¥40.1t | JP¥2.0t | 11.8x | 15.2x | 0.8x |
| Tue, 17 Sep 2024 | JP¥29.2t | JP¥40.1t | JP¥2.0t | 11.4x | 14.6x | 0.7x |
| Thu, 15 Aug 2024 | JP¥28.4t | JP¥39.6t | JP¥2.0t | 11.2x | 14.4x | 0.7x |
| Sat, 13 Jul 2024 | JP¥32.2t | JP¥39.4t | JP¥2.1t | 12.3x | 15.4x | 0.8x |
| Mon, 10 Jun 2024 | JP¥29.7t | JP¥39.3t | JP¥2.1t | 12x | 14.3x | 0.8x |
| Wed, 08 May 2024 | JP¥29.0t | JP¥39.3t | JP¥1.9t | 12.3x | 15.1x | 0.7x |
| Fri, 05 Apr 2024 | JP¥29.1t | JP¥39.2t | JP¥1.9t | 12.1x | 15.2x | 0.7x |
| Sun, 03 Mar 2024 | JP¥29.3t | JP¥39.1t | JP¥1.9t | 11.6x | 15.5x | 0.7x |
| Tue, 30 Jan 2024 | JP¥30.8t | JP¥38.5t | JP¥1.8t | 11.1x | 17.4x | 0.8x |
| Thu, 28 Dec 2023 | JP¥29.0t | JP¥38.6t | JP¥1.8t | 10.6x | 16.3x | 0.8x |
| Sat, 25 Nov 2023 | JP¥28.8t | JP¥38.5t | JP¥1.8t | 10.3x | 16.2x | 0.7x |
| Mon, 23 Oct 2023 | JP¥28.0t | JP¥38.2t | JP¥1.8t | 10x | 15.2x | 0.7x |
| Wed, 20 Sep 2023 | JP¥29.9t | JP¥38.2t | JP¥1.8t | 10x | 16.2x | 0.8x |
| Fri, 18 Aug 2023 | JP¥28.0t | JP¥38.1t | JP¥1.8t | 9.5x | 15.2x | 0.7x |
| Sun, 16 Jul 2023 | JP¥29.0t | JP¥37.2t | JP¥1.8t | 10.3x | 16.5x | 0.8x |
| Tue, 13 Jun 2023 | JP¥29.9t | JP¥37.2t | JP¥1.8t | 10x | 17x | 0.8x |
17x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 1.38% | |
| Consumer Discretionary | -0.27% | |
| Consumer Durables | 2.69% | |
| Consumer Electronics | 4.03% | |
| Home Furnishings | -1.58% | |
| Household Appliances | -1.88% | |
| Homebuilding | -2.90% | |
| Housewares and Specialties | -5.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥3.56k | 3.3% +JP¥679.4b | -7.1% | PE20.4x | |
| 6752 Panasonic Holdings | JP¥3.75k | 1.5% +JP¥126.1b | 139.5% | PE46.2x | |
| 7731 Nikon | JP¥1.95k | 5.5% +JP¥33.3b | 36.9% | PS0.9x | |
| 6753 Sharp | JP¥658.10 | 5.9% +JP¥23.8b | -4.0% | PE9x | |
| 6632 JVCKENWOOD | JP¥1.26k | 13.0% +JP¥20.8b | 9.8% | PE10.8x |