Narrative Update • Aug 19

The Oil and Gas Refining and Marketing industry is up 1.2% in the last week, with Idemitsu KosanLtd up 5.2%. This means that the industry has gained 36% over the past year. Looking forward, earnings are forecast to decline by 25% per year.
Has the Japanese Oil and Gas Refining and Marketing Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | JP¥6.5t | JP¥26.3t | JP¥1.3t | 9.7x | 5.1x | 0.2x |
| Sun, 19 Jul 2026 | JP¥6.1t | JP¥25.1t | JP¥557.6b | 12.2x | 11x | 0.2x |
| Tue, 16 Jun 2026 | JP¥6.2t | JP¥25.1t | JP¥556.9b | 11.6x | 11.2x | 0.2x |
| Thu, 14 May 2026 | JP¥6.6t | JP¥25.4t | JP¥309.1b | 11.1x | 21.3x | 0.3x |
| Sat, 11 Apr 2026 | JP¥7.1t | JP¥25.6t | JP¥143.5b | 14.3x | 49.6x | 0.3x |
| Mon, 09 Mar 2026 | JP¥6.9t | JP¥25.6t | JP¥142.7b | 14.7x | 48.4x | 0.3x |
| Wed, 04 Feb 2026 | JP¥6.6t | JP¥25.6t | JP¥142.2b | 15.2x | 46.6x | 0.3x |
| Fri, 02 Jan 2026 | JP¥5.8t | JP¥26.3t | JP¥136.7b | 13.3x | 42.6x | 0.2x |
| Sun, 30 Nov 2025 | JP¥5.6t | JP¥26.2t | JP¥136.4b | 12.8x | 40.9x | 0.2x |
| Tue, 28 Oct 2025 | JP¥5.3t | JP¥27.1t | -JP¥11,324,000,000.00 | 13.4x | -464.5x | 0.2x |
| Thu, 25 Sep 2025 | JP¥5.2t | JP¥27.1t | -JP¥12,632,000,000.00 | 13.6x | -409.1x | 0.2x |
| Sat, 23 Aug 2025 | JP¥4.9t | JP¥27.1t | -JP¥12,632,000,000.00 | 13x | -384.7x | 0.2x |
| Mon, 21 Jul 2025 | JP¥4.3t | JP¥27.9t | JP¥201.7b | 11.2x | 21.3x | 0.2x |
| Wed, 18 Jun 2025 | JP¥4.2t | JP¥27.9t | JP¥202.4b | 10.4x | 20.8x | 0.2x |
| Fri, 16 May 2025 | JP¥4.0t | JP¥27.9t | JP¥201.2b | 10.3x | 19.9x | 0.1x |
| Sun, 13 Apr 2025 | JP¥3.9t | JP¥28.7t | JP¥481.5b | 10.9x | 8x | 0.1x |
| Tue, 11 Mar 2025 | JP¥4.7t | JP¥28.7t | JP¥481.1b | 11.8x | 9.8x | 0.2x |
| Thu, 06 Feb 2025 | JP¥4.6t | JP¥29.1t | JP¥442.5b | 11x | 10.4x | 0.2x |
| Sat, 04 Jan 2025 | JP¥4.8t | JP¥29.1t | JP¥440.7b | 11.9x | 11x | 0.2x |
| Mon, 02 Dec 2024 | JP¥4.7t | JP¥29.1t | JP¥440.7b | 11.9x | 10.7x | 0.2x |
| Wed, 30 Oct 2024 | JP¥4.8t | JP¥29.3t | JP¥763.6b | 10.6x | 6.2x | 0.2x |
| Fri, 27 Sep 2024 | JP¥5.0t | JP¥29.3t | JP¥764.0b | 10.9x | 6.5x | 0.2x |
| Sun, 25 Aug 2024 | JP¥5.0t | JP¥29.3t | JP¥764.0b | 11.4x | 6.5x | 0.2x |
| Tue, 23 Jul 2024 | JP¥5.0t | JP¥28.8t | JP¥656.0b | 10.9x | 7.6x | 0.2x |
| Thu, 20 Jun 2024 | JP¥5.1t | JP¥28.8t | JP¥656.4b | 10.3x | 7.8x | 0.2x |
| Sat, 18 May 2024 | JP¥4.8t | JP¥28.8t | JP¥655.4b | 10x | 7.4x | 0.2x |
| Mon, 15 Apr 2024 | JP¥5.1t | JP¥28.7t | JP¥604.3b | 10.7x | 8.4x | 0.2x |
| Wed, 13 Mar 2024 | JP¥4.5t | JP¥28.7t | JP¥604.3b | 10.5x | 7.4x | 0.2x |
| Fri, 09 Feb 2024 | JP¥4.0t | JP¥29.1t | JP¥255.5b | 15.1x | 15.7x | 0.1x |
| Sun, 07 Jan 2024 | JP¥4.1t | JP¥29.1t | JP¥256.0b | 18.8x | 15.9x | 0.1x |
| Tue, 05 Dec 2023 | JP¥4.0t | JP¥29.1t | JP¥256.0b | 18.8x | 15.4x | 0.1x |
| Thu, 02 Nov 2023 | JP¥3.8t | JP¥30.0t | JP¥100.6b | 14.7x | 37.3x | 0.1x |
| Sat, 30 Sep 2023 | JP¥3.8t | JP¥30.0t | JP¥101.0b | 14.6x | 37.5x | 0.1x |
| Mon, 28 Aug 2023 | JP¥3.4t | JP¥30.0t | JP¥101.0b | 14.4x | 34.1x | 0.1x |
34.1x
How does Japanese Oil and Gas Refining and Marketing compare with similar industries?
| JP Market | -2.32% | |
| Energy | 3.04% | |
| Oil and Gas | 3.34% | |
| Oil and Gas Refining and Marketing | 2.88% | |
| Oil and Gas Exploration and Production | 4.42% | |
| Coal and Fuels | 3.96% | |
| Oil and Gas Storage and Transportation | -0.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5020 ENEOS Holdings | JP¥1.33k | 3.2% +JP¥109.3b | 52.2% | PE5.2x | |
| 5019 Idemitsu KosanLtd | JP¥1.38k | 5.7% +JP¥89.9b | 38.5% | PE4.6x | |
| 5021 Cosmo Energy Holdings | JP¥4.26k | 2.7% +JP¥17.9b | 19.4% | PE4.2x | |
| 8133 Itochu EnexLtd | JP¥2.24k | 4.2% +JP¥10.3b | 15.5% | PE11.5x | |
| 8132 Sinanen Holdings | JP¥8.64k | 9.1% +JP¥7.8b | 32.1% | PE18x |