TSI HoldingsLtd's (TSE:3608) Solid Profits Have Weak Fundamentals
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Japanese (NIKKEI) Luxury Industry Analysis
UpdatedOct 19, 2024
DataAggregated Company Financials
Companies62
- 7D-0.4%
- 3M0.9%
- 1Y48.3%
- YTD51.7%
The Luxury industry has stayed flat over the last week. The past year has been better, since the industry has gained 49% in that time. Earnings are forecast to grow by 15% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 19 Oct 2024 | JP¥4.2t | JP¥3.3t | JP¥160.9b | 14.4x | 25.8x | 1.2x |
| Mon, 16 Sep 2024 | JP¥4.1t | JP¥3.3t | JP¥159.0b | 13.9x | 25.5x | 1.2x |
| Wed, 14 Aug 2024 | JP¥3.8t | JP¥3.3t | JP¥148.0b | 15x | 25.5x | 1.2x |
| Fri, 12 Jul 2024 | JP¥4.1t | JP¥3.3t | JP¥146.6b | 17.2x | 27.6x | 1.2x |
| Sun, 09 Jun 2024 | JP¥3.8t | JP¥3.3t | JP¥146.2b | 16.6x | 26.1x | 1.2x |
| Tue, 07 May 2024 | JP¥3.3t | JP¥3.2t | JP¥134.7b | 16.4x | 24.6x | 1x |
| Thu, 04 Apr 2024 | JP¥3.4t | JP¥3.2t | JP¥130.5b | 16.7x | 25.7x | 1x |
| Sat, 02 Mar 2024 | JP¥3.2t | JP¥3.2t | JP¥131.6b | 17.6x | 24.2x | 1x |
| Mon, 29 Jan 2024 | JP¥2.8t | JP¥3.2t | JP¥128.8b | 14.9x | 22x | 0.9x |
| Wed, 27 Dec 2023 | JP¥2.8t | JP¥3.2t | JP¥126.2b | 15.2x | 22.1x | 0.9x |
| Fri, 24 Nov 2023 | JP¥3.1t | JP¥3.2t | JP¥125.2b | 15.8x | 24.9x | 1x |
| Sun, 22 Oct 2023 | JP¥2.9t | JP¥3.2t | JP¥127.1b | 14.4x | 22.6x | 0.9x |
| Tue, 19 Sep 2023 | JP¥3.1t | JP¥3.2t | JP¥125.9b | 14.7x | 24.6x | 1x |
| Thu, 17 Aug 2023 | JP¥2.9t | JP¥3.2t | JP¥125.3b | 13.2x | 23x | 0.9x |
| Sat, 15 Jul 2023 | JP¥2.7t | JP¥3.1t | JP¥124.8b | 12x | 21.7x | 0.9x |
| Mon, 12 Jun 2023 | JP¥2.7t | JP¥3.1t | JP¥121.9b | 12.1x | 21.8x | 0.8x |
| Wed, 10 May 2023 | JP¥2.7t | JP¥3.1t | JP¥107.7b | 11.8x | 25.2x | 0.9x |
| Fri, 07 Apr 2023 | JP¥2.5t | JP¥3.1t | JP¥106.3b | 10.6x | 24x | 0.8x |
| Sun, 05 Mar 2023 | JP¥2.6t | JP¥3.1t | JP¥103.5b | 11.5x | 25x | 0.8x |
| Tue, 31 Jan 2023 | JP¥2.3t | JP¥3.0t | JP¥101.8b | 11.5x | 22.6x | 0.8x |
| Thu, 29 Dec 2022 | JP¥2.4t | JP¥3.1t | JP¥114.9b | 11.5x | 20.5x | 0.8x |
| Sat, 26 Nov 2022 | JP¥2.4t | JP¥3.1t | JP¥114.2b | 12.2x | 21.3x | 0.8x |
| Mon, 24 Oct 2022 | JP¥2.2t | JP¥3.0t | JP¥106.5b | 15x | 20.4x | 0.7x |
| Wed, 21 Sep 2022 | JP¥2.3t | JP¥3.0t | JP¥108.0b | 15.2x | 20.9x | 0.8x |
| Fri, 19 Aug 2022 | JP¥2.3t | JP¥3.0t | JP¥106.7b | 14.7x | 21.3x | 0.8x |
| Sun, 17 Jul 2022 | JP¥2.1t | JP¥2.9t | JP¥92.0b | 16x | 23.1x | 0.7x |
| Tue, 14 Jun 2022 | JP¥2.2t | JP¥2.9t | JP¥87.8b | 18.1x | 24.7x | 0.7x |
| Thu, 12 May 2022 | JP¥1.9t | JP¥2.9t | JP¥85.5b | 13.5x | 21.9x | 0.6x |
| Sat, 09 Apr 2022 | JP¥1.9t | JP¥2.9t | JP¥97.7b | 12.8x | 19.8x | 0.7x |
| Mon, 07 Mar 2022 | JP¥2.0t | JP¥2.9t | JP¥92.3b | 13x | 21.4x | 0.7x |
| Wed, 02 Feb 2022 | JP¥2.0t | JP¥2.9t | JP¥91.2b | 14.4x | 22.4x | 0.7x |
| Fri, 31 Dec 2021 | JP¥2.3t | JP¥2.9t | JP¥86.1b | 16x | 26.2x | 0.8x |
| Sun, 28 Nov 2021 | JP¥2.4t | JP¥2.9t | JP¥92.9b | 14.8x | 25.3x | 0.8x |
| Tue, 26 Oct 2021 | JP¥2.3t | JP¥2.9t | JP¥88.9b | 14.5x | 26.1x | 0.8x |
Price to Earnings Ratio
26.1x
Current Industry PE
- Investors are optimistic on the Japanese Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.9x which is higher than its 3-year average PE of 23.6x.
- The 3-year average PS ratio of 0.88x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 4.9% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.70% | |
| Consumer Discretionary | -1.23% | |
| Luxury | -0.41% | |
| Apparel, Accessories and Luxury Goods | -0.11% | |
| Textiles | -0.13% | |
| Footwear | -0.73% | |
Industry PE
- Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 49.9x.
- Analysts are expecting annual earnings growth of 9.8%, which is lower than the prior year's growth of 128.6% per year.
- Investors are most pessimistic about the Textiles industry, which is trading close to its 3-year average of 13.6x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 9.8% 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 | |
|---|---|---|---|---|---|
| 3591 Wacoal Holdings | JP¥4.69k | 1.7% +JP¥4.3b | 36.1% | PS1.4x | |
| 3608 TSI HoldingsLtd | JP¥980.00 | 4.7% +JP¥3.2b | 27.8% | PE27.2x | |
| 3205 Daidoh | JP¥876.00 | 3.8% +JP¥861.7m | 157.6% | PE81.1x | |
| 8008 Yondoshi Holdings | JP¥1.88k | 1.9% +JP¥751.3m | -0.8% | PE31.6x | |
| 9837 Morito | JP¥1.42k | 2.0% +JP¥737.7m | 8.8% | PE15.5x |
