Narrative Update • Jun 07

Over the last 7 days, the Energy industry has dropped 1.6%, driven by a pullback from ENEOS Holdings of 9.0%. In contrast, Sinanen Holdings has gained 9.4%. In the past year, the industry has gained 61%. As for the next few years, earnings are expected to grow by 2.0% per annum.
Has the Japanese Energy Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | JP¥12.0t | JP¥29.3t | JP¥1.1t | 11.5x | 10.9x | 0.4x |
| Fri, 08 May 2026 | JP¥13.3t | JP¥29.8t | JP¥675.3b | 12.4x | 19.7x | 0.4x |
| Sun, 05 Apr 2026 | JP¥15.1t | JP¥29.8t | JP¥672.7b | 14.2x | 22.4x | 0.5x |
| Tue, 03 Mar 2026 | JP¥13.9t | JP¥29.8t | JP¥672.7b | 13.5x | 20.6x | 0.5x |
| Thu, 29 Jan 2026 | JP¥12.2t | JP¥29.9t | JP¥747.5b | 12.4x | 16.3x | 0.4x |
| Sat, 27 Dec 2025 | JP¥11.2t | JP¥30.5t | JP¥741.3b | 12.2x | 15.1x | 0.4x |
| Mon, 24 Nov 2025 | JP¥11.1t | JP¥30.5t | JP¥741.0b | 11.7x | 15x | 0.4x |
| Wed, 22 Oct 2025 | JP¥9.6t | JP¥31.4t | JP¥575.7b | 10.9x | 16.7x | 0.3x |
| Fri, 19 Sep 2025 | JP¥9.5t | JP¥31.4t | JP¥574.4b | 11.8x | 16.6x | 0.3x |
| Sun, 17 Aug 2025 | JP¥8.9t | JP¥31.4t | JP¥574.0b | 11.5x | 15.5x | 0.3x |
| Tue, 15 Jul 2025 | JP¥8.0t | JP¥32.2t | JP¥783.5b | 10.6x | 10.2x | 0.2x |
| Thu, 12 Jun 2025 | JP¥7.6t | JP¥32.2t | JP¥783.7b | 10.1x | 9.7x | 0.2x |
| Sat, 10 May 2025 | JP¥7.3t | JP¥33.1t | JP¥1.1t | 8.9x | 6.6x | 0.2x |
| Mon, 07 Apr 2025 | JP¥7.2t | JP¥33.1t | JP¥1.1t | 8.7x | 6.6x | 0.2x |
| Wed, 05 Mar 2025 | JP¥7.9t | JP¥33.0t | JP¥1.1t | 9.2x | 7.3x | 0.2x |
| Fri, 31 Jan 2025 | JP¥7.9t | JP¥33.4t | JP¥979.5b | 8.6x | 8x | 0.2x |
| Sun, 29 Dec 2024 | JP¥8.3t | JP¥33.5t | JP¥980.2b | 8.8x | 8.4x | 0.2x |
| Tue, 26 Nov 2024 | JP¥8.3t | JP¥33.4t | JP¥978.7b | 8.6x | 8.5x | 0.2x |
| Thu, 24 Oct 2024 | JP¥8.3t | JP¥33.6t | JP¥1.2t | 8x | 7x | 0.2x |
| Sat, 21 Sep 2024 | JP¥8.3t | JP¥33.6t | JP¥1.2t | 8.1x | 7x | 0.2x |
| Mon, 19 Aug 2024 | JP¥8.9t | JP¥33.6t | JP¥1.2t | 8.1x | 7.1x | 0.3x |
| Wed, 17 Jul 2024 | JP¥9.5t | JP¥32.9t | JP¥1.1t | 9.9x | 8.7x | 0.3x |
| Fri, 14 Jun 2024 | JP¥9.3t | JP¥32.9t | JP¥1.1t | 9.8x | 8.5x | 0.3x |
| Sun, 12 May 2024 | JP¥9.2t | JP¥32.9t | JP¥1.1t | 10.2x | 8.5x | 0.3x |
| Tue, 09 Apr 2024 | JP¥9.3t | JP¥32.8t | JP¥1.0t | 10.7x | 8.9x | 0.3x |
| Thu, 07 Mar 2024 | JP¥8.3t | JP¥32.9t | JP¥1.1t | 10.6x | 7.6x | 0.3x |
| Sat, 03 Feb 2024 | JP¥7.6t | JP¥33.3t | JP¥820.4b | 12.5x | 9.3x | 0.2x |
| Mon, 01 Jan 2024 | JP¥7.2t | JP¥33.4t | JP¥819.3b | 12x | 8.7x | 0.2x |
| Wed, 29 Nov 2023 | JP¥7.6t | JP¥33.4t | JP¥819.3b | 12.7x | 9.3x | 0.2x |
| Fri, 27 Oct 2023 | JP¥7.3t | JP¥34.3t | JP¥716.3b | 11.4x | 10.1x | 0.2x |
| Sun, 24 Sep 2023 | JP¥7.9t | JP¥34.3t | JP¥716.7b | 12.1x | 11x | 0.2x |
| Tue, 22 Aug 2023 | JP¥6.8t | JP¥34.3t | JP¥716.7b | 11.1x | 9.4x | 0.2x |
| Thu, 20 Jul 2023 | JP¥6.3t | JP¥35.3t | JP¥1.1t | 10.2x | 5.7x | 0.2x |
| Sat, 17 Jun 2023 | JP¥6.2t | JP¥35.3t | JP¥1.1t | 10.1x | 5.5x | 0.2x |
5.5x
Which industries have driven the changes within the Japanese Energy sector?
| JP Market | -0.98% | |
| Energy | -1.60% | |
| Energy Services | -0.044% | |
| Oil and Gas | -1.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8132 Sinanen Holdings | JP¥8.35k | 9.4% +JP¥7.8b | 37.1% | PE20.4x | |
| 8133 Itochu EnexLtd | JP¥2.01k | 3.0% +JP¥6.5b | 17.9% | PE14.1x | |
| 8131 Mitsuuroko Group HoldingsLtd | JP¥1.81k | 2.3% +JP¥2.2b | -1.9% | PE10.8x | |
| 2734 SALA | JP¥998.00 | 3.3% +JP¥2.0b | 6.5% | PE9.5x | |
| 7486 Sanrin | JP¥736.00 | 1.5% +JP¥132.7m | 7.0% | PE17.7x |