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Jul 02
Japanese (NIKKEI) Consumer Durables Industry Analysis
UpdatedJul 04, 2024
DataAggregated Company Financials
Companies83
- 7D2.2%
- 3M4.0%
- 1Y1.9%
- YTD5.1%
The Consumer Durables industry is up 2.9% in the last week, with Sony Group up 4.5%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 7.0% per annum.
Industry Valuation and Performance
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 04 Jul 2024 | JP¥30.2t | JP¥39.4t | JP¥2.1t | 12.2x | 14.5x | 0.8x |
| Sat, 01 Jun 2024 | JP¥29.2t | JP¥39.3t | JP¥2.1t | 12.1x | 14.1x | 0.7x |
| Mon, 29 Apr 2024 | JP¥28.5t | JP¥39.2t | JP¥1.9t | 12x | 14.9x | 0.7x |
| Wed, 27 Mar 2024 | JP¥29.3t | JP¥39.2t | JP¥1.9t | 12x | 15.3x | 0.7x |
| Fri, 23 Feb 2024 | JP¥29.3t | JP¥39.1t | JP¥1.9t | 11.4x | 15.5x | 0.7x |
| Sun, 21 Jan 2024 | JP¥31.0t | JP¥38.6t | JP¥1.8t | 11x | 17.4x | 0.8x |
| Tue, 19 Dec 2023 | JP¥28.5t | JP¥38.6t | JP¥1.8t | 10.7x | 16x | 0.7x |
| Thu, 16 Nov 2023 | JP¥28.9t | JP¥38.4t | JP¥1.8t | 10.5x | 16.3x | 0.8x |
| Sat, 14 Oct 2023 | JP¥28.8t | JP¥38.2t | JP¥1.8t | 10.1x | 15.6x | 0.8x |
| Mon, 11 Sep 2023 | JP¥28.8t | JP¥38.2t | JP¥1.8t | 9.7x | 15.6x | 0.8x |
| Wed, 09 Aug 2023 | JP¥29.3t | JP¥37.3t | JP¥1.9t | 10.1x | 15.5x | 0.8x |
| Fri, 07 Jul 2023 | JP¥29.6t | JP¥37.2t | JP¥1.8t | 10.3x | 16.9x | 0.8x |
| Sun, 04 Jun 2023 | JP¥29.1t | JP¥37.2t | JP¥1.8t | 9.6x | 16.4x | 0.8x |
| Tue, 02 May 2023 | JP¥27.6t | JP¥36.8t | JP¥2.0t | 9.9x | 14x | 0.8x |
| Thu, 30 Mar 2023 | JP¥25.7t | JP¥35.9t | JP¥2.0t | 9.7x | 13x | 0.7x |
| Sat, 25 Feb 2023 | JP¥25.3t | JP¥35.9t | JP¥2.0t | 9.8x | 12.8x | 0.7x |
| Mon, 23 Jan 2023 | JP¥25.1t | JP¥34.9t | JP¥2.0t | 9.7x | 12.4x | 0.7x |
| Wed, 21 Dec 2022 | JP¥23.8t | JP¥34.9t | JP¥2.0t | 9.4x | 11.7x | 0.7x |
| Fri, 18 Nov 2022 | JP¥25.2t | JP¥34.8t | JP¥2.1t | 9x | 12.2x | 0.7x |
| Sun, 16 Oct 2022 | JP¥22.7t | JP¥33.7t | JP¥2.0t | 9x | 11.4x | 0.7x |
| Tue, 13 Sep 2022 | JP¥24.6t | JP¥33.7t | JP¥2.0t | 9.1x | 12.3x | 0.7x |
| Thu, 11 Aug 2022 | JP¥24.9t | JP¥33.5t | JP¥2.0t | 8.5x | 12.6x | 0.7x |
| Sat, 09 Jul 2022 | JP¥24.6t | JP¥33.2t | JP¥2.0t | 8.7x | 12.4x | 0.7x |
| Mon, 06 Jun 2022 | JP¥26.1t | JP¥33.1t | JP¥2.0t | 8.4x | 13.3x | 0.8x |
| Wed, 04 May 2022 | JP¥24.5t | JP¥33.0t | JP¥2.0t | 8.8x | 12x | 0.7x |
| Fri, 01 Apr 2022 | JP¥26.9t | JP¥32.9t | JP¥2.0t | 9.3x | 13.3x | 0.8x |
| Sun, 27 Feb 2022 | JP¥25.7t | JP¥32.9t | JP¥2.0t | 8.6x | 12.7x | 0.8x |
| Tue, 25 Jan 2022 | JP¥27.7t | JP¥32.1t | JP¥2.0t | 8.8x | 14.2x | 0.9x |
| Thu, 23 Dec 2021 | JP¥29.1t | JP¥32.1t | JP¥2.0t | 9.1x | 14.9x | 0.9x |
| Sat, 20 Nov 2021 | JP¥30.3t | JP¥32.1t | JP¥1.9t | 9.2x | 15.7x | 0.9x |
| Mon, 18 Oct 2021 | JP¥28.8t | JP¥31.8t | JP¥2.2t | 9.3x | 13.4x | 0.9x |
| Wed, 15 Sep 2021 | JP¥28.2t | JP¥31.7t | JP¥2.2t | 10.4x | 13.1x | 0.9x |
| Fri, 13 Aug 2021 | JP¥26.1t | JP¥31.7t | JP¥2.2t | 10.2x | 12.1x | 0.8x |
Price to Earnings Ratio
12.3x
Current Industry PE
- Investors are relatively neutral on the Japanese Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 14.0x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.13% | |
| Consumer Discretionary | 1.09% | |
| Consumer Durables | 2.16% | |
| Consumer Electronics | 3.25% | |
| Homebuilding | -0.24% | |
| Home Furnishings | -0.77% | |
| Household Appliances | -2.46% | |
| Housewares and Specialties | -9.58% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry, which is trading close to its 3-year average PE ratio of 49.6x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Homebuilding industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.4x.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings decline of 11% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥13.92k | 2.8% +JP¥432.5b | 5.9% | PE17.5x | |
| 1928 Sekisui House | JP¥3.58k | 1.6% +JP¥36.3b | 23.5% | PE11x | |
| 3288 Open House Group | JP¥5.18k | 5.6% +JP¥30.6b | 3.3% | PE6.1x | |
| 6752 Panasonic Holdings | JP¥1.32k | 0.8% +JP¥25.7b | -25.1% | PE7x | |
| 7731 Nikon | JP¥1.68k | 3.8% +JP¥21.5b | -10.2% | PE17.9x |
