Narrative Update • Sep 08

Over the last 7 days, the Leisure industry has dropped 5.2%, driven by declines in BANDAI NAMCO Holdings and Shimano of 3.9% and 7.3%, respectively. In the past year, the industry has gained 3.1%. As for the next few years, earnings are expected to grow by 8.7% per annum.
Has the Japanese Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 12 Sep 2026 | JP¥8.2t | JP¥4.7t | JP¥158.2b | 15.2x | 51.7x | 1.7x |
| Mon, 10 Aug 2026 | JP¥8.4t | JP¥4.7t | JP¥155.1b | 15.6x | 54x | 1.8x |
| Wed, 08 Jul 2026 | JP¥7.0t | JP¥4.6t | JP¥113.7b | 15.7x | 61.2x | 1.5x |
| Fri, 05 Jun 2026 | JP¥6.4t | JP¥4.6t | JP¥113.6b | 14.4x | 56.7x | 1.4x |
| Sun, 03 May 2026 | JP¥6.4t | JP¥4.5t | JP¥76.6b | 15.2x | 84.2x | 1.4x |
| Tue, 31 Mar 2026 | JP¥6.7t | JP¥4.5t | JP¥73.5b | 15x | 91.1x | 1.5x |
| Thu, 26 Feb 2026 | JP¥7.2t | JP¥4.5t | JP¥73.5b | 16.6x | 98.6x | 1.6x |
| Sat, 24 Jan 2026 | JP¥7.3t | JP¥4.4t | JP¥370.3b | 14.8x | 19.6x | 1.6x |
| Mon, 22 Dec 2025 | JP¥7.2t | JP¥4.4t | JP¥370.2b | 13.5x | 19.4x | 1.6x |
| Wed, 19 Nov 2025 | JP¥7.2t | JP¥4.4t | JP¥370.8b | 12.8x | 19.5x | 1.6x |
| Fri, 17 Oct 2025 | JP¥7.8t | JP¥4.4t | JP¥330.6b | 14.9x | 23.6x | 1.8x |
| Sun, 14 Sep 2025 | JP¥8.0t | JP¥4.4t | JP¥330.1b | 15.2x | 24.3x | 1.8x |
| Tue, 12 Aug 2025 | JP¥8.2t | JP¥4.4t | JP¥330.2b | 13.9x | 24.7x | 1.9x |
| Thu, 10 Jul 2025 | JP¥7.9t | JP¥4.4t | JP¥381.1b | 12.7x | 20.7x | 1.8x |
| Sat, 07 Jun 2025 | JP¥7.9t | JP¥4.4t | JP¥381.0b | 13x | 20.7x | 1.8x |
| Mon, 05 May 2025 | JP¥7.9t | JP¥4.2t | JP¥420.9b | 13.7x | 18.8x | 1.9x |
| Wed, 02 Apr 2025 | JP¥8.0t | JP¥4.2t | JP¥434.8b | 13.4x | 18.4x | 1.9x |
| Fri, 28 Feb 2025 | JP¥8.1t | JP¥4.2t | JP¥434.7b | 13x | 18.7x | 1.9x |
| Sun, 26 Jan 2025 | JP¥7.3t | JP¥4.1t | JP¥356.0b | 15x | 20.4x | 1.8x |
| Tue, 24 Dec 2024 | JP¥7.3t | JP¥4.1t | JP¥355.9b | 14x | 20.5x | 1.8x |
| Thu, 21 Nov 2024 | JP¥6.8t | JP¥4.2t | JP¥359.8b | 13.4x | 19x | 1.6x |
| Sat, 19 Oct 2024 | JP¥7.4t | JP¥4.1t | JP¥392.1b | 13.1x | 18.8x | 1.8x |
| Mon, 16 Sep 2024 | JP¥7.3t | JP¥4.1t | JP¥392.3b | 13.4x | 18.7x | 1.8x |
| Wed, 14 Aug 2024 | JP¥6.9t | JP¥4.0t | JP¥380.2b | 12.4x | 18.1x | 1.7x |
| Fri, 12 Jul 2024 | JP¥7.2t | JP¥4.1t | JP¥401.2b | 12.9x | 18x | 1.8x |
| Sun, 09 Jun 2024 | JP¥7.1t | JP¥4.1t | JP¥401.5b | 11.4x | 17.7x | 1.7x |
| Tue, 07 May 2024 | JP¥6.9t | JP¥4.0t | JP¥382.1b | 12.8x | 18x | 1.7x |
| Thu, 04 Apr 2024 | JP¥6.4t | JP¥4.1t | JP¥378.5b | 12.3x | 16.9x | 1.6x |
| Sat, 02 Mar 2024 | JP¥6.3t | JP¥4.1t | JP¥378.7b | 9.6x | 16.8x | 1.6x |
| Mon, 29 Jan 2024 | JP¥6.6t | JP¥4.1t | JP¥419.4b | 9.9x | 15.8x | 1.6x |
| Wed, 27 Dec 2023 | JP¥6.2t | JP¥4.1t | JP¥419.3b | 8.9x | 14.9x | 1.5x |
| Fri, 24 Nov 2023 | JP¥6.6t | JP¥4.1t | JP¥419.4b | 9.1x | 15.6x | 1.6x |
| Sun, 22 Oct 2023 | JP¥6.6t | JP¥4.0t | JP¥444.5b | 10.5x | 14.8x | 1.6x |
| Tue, 19 Sep 2023 | JP¥7.1t | JP¥4.0t | JP¥444.4b | 12.5x | 15.9x | 1.7x |
15.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -1.69% | |
| Consumer Discretionary | -3.30% | |
| Leisure | -3.92% | |
| Leisure Products | -3.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6417 Sankyo | JP¥2.06k | 1.5% +JP¥5.9b | -31.2% | PE10.9x | |
| 6460 Sega Sammy Holdings | JP¥3.19k | 0.9% +JP¥5.7b | 1.1% | PS1.3x | |
| 2767 Tsuburaya Fields Holdings | JP¥2.51k | 0.4% +JP¥622.5m | 11.8% | PE12.8x | |
| 2330 ForsideLtd | JP¥99.00 | 15.1% +JP¥566.7m | -54.6% | PE14.7x | |
| 4274 Hosoya Pyro-Engineering | JP¥1.17k | 9.8% +JP¥420.9m | 15.9% | PE17.2x |