Japanese (NIKKEI) Luxury Industry Analysis
UpdatedNov 26, 2022
DataAggregated Company Financials
Companies63
- 7D0.5%
- 3M8.3%
- 1Y5.2%
- YTD7.3%
Last week, the Luxury industry hasn't moved much but Goldwin is up 3.8% in that time. As for the the longer term, the industry is up 5.2% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the Japanese Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 27 Nov 2022 | JP¥2.4t | JP¥3.1t | JP¥114.2b | 12.2x | 21.3x | 0.8x |
| Tue, 25 Oct 2022 | JP¥2.2t | JP¥3.0t | JP¥106.5b | 15x | 20.4x | 0.7x |
| Thu, 22 Sep 2022 | JP¥2.2t | JP¥3.0t | JP¥108.0b | 14.9x | 20.6x | 0.7x |
| Sat, 20 Aug 2022 | JP¥2.3t | JP¥3.0t | JP¥107.8b | 14.7x | 21.3x | 0.8x |
| Mon, 18 Jul 2022 | JP¥2.1t | JP¥2.9t | JP¥92.0b | 16x | 23.1x | 0.7x |
| Wed, 15 Jun 2022 | JP¥2.1t | JP¥2.9t | JP¥87.7b | 18.2x | 24.4x | 0.7x |
| Fri, 13 May 2022 | JP¥1.9t | JP¥2.9t | JP¥85.5b | 13.5x | 21.9x | 0.6x |
| Sun, 10 Apr 2022 | JP¥1.9t | JP¥2.9t | JP¥97.7b | 12.8x | 19.8x | 0.7x |
| Tue, 08 Mar 2022 | JP¥1.9t | JP¥2.9t | JP¥92.3b | 12.7x | 20.5x | 0.6x |
| Thu, 03 Feb 2022 | JP¥2.1t | JP¥2.9t | JP¥88.7b | 14.3x | 24.2x | 0.7x |
| Sat, 01 Jan 2022 | JP¥2.3t | JP¥2.9t | JP¥86.1b | 16x | 26.2x | 0.8x |
| Mon, 29 Nov 2021 | JP¥2.4t | JP¥2.9t | JP¥92.9b | 14.8x | 25.3x | 0.8x |
| Wed, 27 Oct 2021 | JP¥2.3t | JP¥2.9t | JP¥88.9b | 14.7x | 26.4x | 0.8x |
| Fri, 24 Sep 2021 | JP¥2.3t | JP¥2.9t | JP¥59.8b | 14.9x | 38.7x | 0.8x |
| Sun, 22 Aug 2021 | JP¥2.1t | JP¥2.9t | JP¥60.7b | 14.8x | 34.9x | 0.7x |
| Fri, 09 Jul 2021 | JP¥2.2t | JP¥2.9t | JP¥61.5b | 13.9x | 36.6x | 0.8x |
| Thu, 01 Apr 2021 | JP¥2.0t | JP¥2.8t | JP¥9.3b | 17.6x | 210.7x | 0.7x |
| Sun, 03 Jan 2021 | JP¥1.8t | JP¥2.8t | -JP¥65,969,925,955.00 | 17x | -27.8x | 0.6x |
| Wed, 07 Oct 2020 | JP¥1.8t | JP¥2.9t | -JP¥57,394,925,955.00 | 16.2x | -32x | 0.6x |
| Tue, 30 Jun 2020 | JP¥1.7t | JP¥3.0t | -JP¥51,884,925,955.00 | 16.8x | -33.2x | 0.6x |
| Fri, 03 Apr 2020 | JP¥1.6t | JP¥3.2t | -JP¥1,057,925,955.00 | 14.5x | -1542.2x | 0.5x |
| Mon, 06 Jan 2020 | JP¥2.2t | JP¥3.3t | JP¥52.7b | 16.4x | 42.6x | 0.7x |
Price to Earnings Ratio
140.9x
Current Industry PE
- Investors are pessimistic on the Japanese Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 21.3x which is higher than its 3-year average PE of -38.2x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 94% per year over the last three years.
- Meanwhile revenues for these companies have declined 2.8% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.37% | |
| Consumer Discretionary | 1.80% | |
| Luxury | 0.48% | |
| Textiles | 2.87% | |
| Apparel, Accessories and Luxury Goods | 0.98% | |
| Footwear | -2.52% | |
Industry PE
- Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 11.4x.
- Analysts are expecting annual earnings growth of 17.4%, which is lower than the prior year's growth of 113.6% per year.
- Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 14.0x.
Forecasted Growth
- Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 17% over the next 5 years.
- However this is lower than its past earnings growth rate of 114% per year.
- In contrast, the Textiles industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| 8111 Goldwin | JP¥9.65k | 3.8% +JP¥15.8b | 44.7% | PE24.7x | |
| 3569 SeirenLtd | JP¥2.65k | 2.4% +JP¥3.3b | 13.2% | PE15.4x | |
| 8050 Seiko Group | JP¥3.09k | 2.1% +JP¥2.7b | 36.8% | PE12.1x | |
| 3106 Kurabo Industries | JP¥2.20k | 5.0% +JP¥2.0b | 16.3% | PE6.5x | |
| 8016 Onward Holdings | JP¥324.00 | 3.8% +JP¥1.6b | 5.2% | PE27.6x |