Japanese (NIKKEI) Hospitality Industry Analysis
UpdatedDec 05, 2023
DataAggregated Company Financials
Companies158
- 7D-0.4%
- 3M-2.5%
- 1Y25.7%
- YTD29.6%
Over the last 7 days, the Hospitality industry has dropped 1.5%, driven by Zensho Holdings declining 8.0%. Over the past 12 months, the industry was up 27%. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the Japanese Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 05 Dec 2023 | JP¥18.2t | JP¥8.5t | JP¥381.6b | 28.7x | 47.6x | 2.1x |
| Thu, 02 Nov 2023 | JP¥18.1t | JP¥8.2t | JP¥338.8b | 27.1x | 53.3x | 2.2x |
| Sat, 30 Sep 2023 | JP¥17.6t | JP¥8.2t | JP¥313.8b | 27.1x | 56x | 2.1x |
| Mon, 28 Aug 2023 | JP¥18.0t | JP¥8.1t | JP¥305.2b | 32x | 58.9x | 2.2x |
| Wed, 26 Jul 2023 | JP¥18.2t | JP¥7.9t | JP¥260.0b | 30.7x | 70.1x | 2.3x |
| Fri, 23 Jun 2023 | JP¥17.9t | JP¥7.8t | JP¥249.6b | 30.4x | 71.9x | 2.3x |
| Sun, 21 May 2023 | JP¥17.9t | JP¥7.7t | JP¥231.5b | 30.2x | 77.4x | 2.3x |
| Tue, 18 Apr 2023 | JP¥16.4t | JP¥7.5t | JP¥197.1b | 25.9x | 83.5x | 2.2x |
| Thu, 16 Mar 2023 | JP¥15.3t | JP¥7.4t | JP¥211.7b | 24x | 72.4x | 2.1x |
| Sat, 11 Feb 2023 | JP¥14.9t | JP¥7.2t | JP¥228.0b | 25.5x | 65.5x | 2.1x |
| Mon, 09 Jan 2023 | JP¥13.9t | JP¥7.0t | JP¥227.9b | 24x | 60.8x | 2x |
| Wed, 07 Dec 2022 | JP¥14.1t | JP¥7.0t | JP¥196.4b | 24.9x | 72x | 2x |
| Fri, 04 Nov 2022 | JP¥14.4t | JP¥6.8t | JP¥195.3b | 23.6x | 73.5x | 2.1x |
| Sun, 02 Oct 2022 | JP¥14.2t | JP¥6.6t | JP¥171.6b | 23.9x | 82.5x | 2.1x |
| Tue, 30 Aug 2022 | JP¥14.2t | JP¥6.6t | JP¥163.0b | 22.3x | 87.2x | 2.2x |
| Thu, 28 Jul 2022 | JP¥13.9t | JP¥6.3t | JP¥111.3b | 25.1x | 125.2x | 2.2x |
| Sat, 25 Jun 2022 | JP¥13.5t | JP¥6.3t | JP¥99.9b | 27.6x | 135.5x | 2.2x |
| Mon, 23 May 2022 | JP¥13.3t | JP¥6.3t | JP¥100.9b | 28.1x | 131.5x | 2.1x |
| Wed, 20 Apr 2022 | JP¥14.5t | JP¥6.1t | JP¥19.6b | 23.3x | 736.7x | 2.4x |
| Fri, 18 Mar 2022 | JP¥14.7t | JP¥5.9t | -JP¥19,771,581,009.00 | 24.9x | -741.3x | 2.5x |
| Sun, 13 Feb 2022 | JP¥14.4t | JP¥5.9t | -JP¥53,976,602,009.00 | 26.4x | -266.8x | 2.4x |
| Tue, 11 Jan 2022 | JP¥12.7t | JP¥5.8t | -JP¥130,332,102,009.00 | 29.9x | -97.7x | 2.2x |
| Thu, 09 Dec 2021 | JP¥13.4t | JP¥5.8t | -JP¥124,259,938,009.00 | 34.4x | -107.5x | 2.3x |
| Sat, 06 Nov 2021 | JP¥13.5t | JP¥5.8t | -JP¥172,176,938,009.00 | 39.4x | -78.5x | 2.3x |
| Mon, 04 Oct 2021 | JP¥13.6t | JP¥5.8t | -JP¥207,865,750,009.00 | 39.8x | -65.3x | 2.3x |
| Wed, 01 Sep 2021 | JP¥12.7t | JP¥5.9t | -JP¥210,501,460,009.00 | 42.6x | -60.3x | 2.1x |
| Thu, 08 Jul 2021 | JP¥12.5t | JP¥5.9t | -JP¥211,977,460,009.00 | 42.2x | -58.9x | 2.1x |
| Wed, 31 Mar 2021 | JP¥12.6t | JP¥5.7t | -JP¥414,386,710,009.00 | 27.7x | -30.5x | 2.2x |
| Sat, 02 Jan 2021 | JP¥12.0t | JP¥6.2t | -JP¥349,160,210,000.00 | 32.4x | -34.3x | 1.9x |
Price to Earnings Ratio
-34.3x
Current Industry PE
- Investors are optimistic on the Japanese Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 47.6x which is higher than its 3-year average PE of -12.3x.
- The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 10.0% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.67% | |
| Consumer Discretionary | -1.17% | |
| Hospitality | -0.44% | |
| Leisure Facilities | -0.35% | |
| Restaurants | -0.52% | |
| Hotels, Resorts and Cruise Lines | -0.54% | |
| Casinos and Gaming | -4.91% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 23.5x.
- Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings decline of 2.1% per year.
- Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 18.9x.
Forecasted Growth
- Analysts are most optimistic on the Restaurants industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings decline of 2.1% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 7.1% per year 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 | |
|---|---|---|---|---|---|
| 7581 SaizeriyaLtd | JP¥5.76k | 4.7% +JP¥12.7b | 99.4% | PE54.5x | |
| 3563 Food & Life Companies | JP¥2.87k | 3.5% +JP¥11.2b | 12.6% | PE42.1x | |
| 3133 kaihanLtd | JP¥930.00 | 23.0% +JP¥8.4b | 456.9% | PS18.8x | |
| 2484 Demae-CanLtd | JP¥433.00 | 12.5% +JP¥6.3b | -18.1% | PS1.1x | |
| 4681 Resorttrust | JP¥2.35k | 1.7% +JP¥4.1b | 0.09% | PE23x |