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Japanese (NIKKEI) Industrials Sector Analysis
UpdatedOct 22, 2024
DataAggregated Company Financials
Companies1033
- 7D-1.2%
- 3M-3.5%
- 1Y25.9%
- YTD16.0%
Over the last 7 days, the Industrials industry has remained flat, although notably Nippon Yusen Kabushiki Kaisha gained 7.5%. As for the the longer term, the industry is up 25% over the past 12 months. Looking forward, earnings are forecast to grow by 6.6% annually.
Sector Valuation and Performance
Has the Japanese Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 22 Oct 2024 | JP¥216.2t | JP¥261.9t | JP¥14.7t | 11.9x | 14.7x | 0.8x |
| Thu, 19 Sep 2024 | JP¥205.4t | JP¥257.9t | JP¥14.6t | 11.9x | 14.1x | 0.8x |
| Sat, 17 Aug 2024 | JP¥212.9t | JP¥261.8t | JP¥14.6t | 11.7x | 14.6x | 0.8x |
| Mon, 15 Jul 2024 | JP¥230.3t | JP¥257.8t | JP¥14.2t | 13.1x | 16.2x | 0.9x |
| Wed, 12 Jun 2024 | JP¥221.2t | JP¥257.9t | JP¥14.2t | 12.8x | 15.6x | 0.9x |
| Fri, 10 May 2024 | JP¥220.0t | JP¥257.2t | JP¥13.8t | 13.1x | 15.9x | 0.9x |
| Sun, 07 Apr 2024 | JP¥214.1t | JP¥256.7t | JP¥13.9t | 13x | 15.4x | 0.8x |
| Tue, 05 Mar 2024 | JP¥211.5t | JP¥256.6t | JP¥13.9t | 12.8x | 15.3x | 0.8x |
| Thu, 01 Feb 2024 | JP¥205.0t | JP¥264.0t | JP¥13.7t | 13.2x | 15x | 0.8x |
| Sat, 30 Dec 2023 | JP¥191.1t | JP¥264.0t | JP¥13.7t | 12.4x | 14x | 0.7x |
| Mon, 27 Nov 2023 | JP¥191.7t | JP¥264.1t | JP¥13.7t | 12.2x | 14x | 0.7x |
| Wed, 25 Oct 2023 | JP¥178.3t | JP¥265.0t | JP¥14.8t | 11.9x | 12x | 0.7x |
| Fri, 22 Sep 2023 | JP¥195.0t | JP¥264.9t | JP¥14.8t | 12.5x | 13.2x | 0.7x |
| Sun, 20 Aug 2023 | JP¥184.6t | JP¥264.8t | JP¥14.8t | 12x | 12.5x | 0.7x |
| Tue, 18 Jul 2023 | JP¥184.9t | JP¥264.1t | JP¥15.6t | 12x | 11.8x | 0.7x |
| Thu, 15 Jun 2023 | JP¥189.3t | JP¥264.2t | JP¥15.6t | 12x | 12.1x | 0.7x |
| Sat, 13 May 2023 | JP¥171.0t | JP¥261.6t | JP¥15.6t | 11.6x | 11x | 0.7x |
| Mon, 10 Apr 2023 | JP¥157.5t | JP¥258.1t | JP¥15.7t | 11x | 10x | 0.6x |
| Wed, 08 Mar 2023 | JP¥164.1t | JP¥257.2t | JP¥15.6t | 11.4x | 10.5x | 0.6x |
| Fri, 03 Feb 2023 | JP¥156.7t | JP¥251.0t | JP¥15.8t | 10.8x | 9.9x | 0.6x |
| Sun, 01 Jan 2023 | JP¥151.5t | JP¥249.4t | JP¥15.8t | 10.4x | 9.6x | 0.6x |
| Tue, 29 Nov 2022 | JP¥161.6t | JP¥249.3t | JP¥15.8t | 10.8x | 10.2x | 0.6x |
| Thu, 27 Oct 2022 | JP¥153.7t | JP¥237.7t | JP¥14.5t | 10.7x | 10.6x | 0.6x |
| Sat, 24 Sep 2022 | JP¥155.3t | JP¥237.5t | JP¥14.5t | 10.6x | 10.7x | 0.7x |
| Mon, 22 Aug 2022 | JP¥161.7t | JP¥237.5t | JP¥14.5t | 10.9x | 11.2x | 0.7x |
| Wed, 20 Jul 2022 | JP¥149.9t | JP¥227.8t | JP¥12.8t | 10.7x | 11.7x | 0.7x |
| Fri, 17 Jun 2022 | JP¥149.8t | JP¥227.6t | JP¥12.8t | 10.8x | 11.7x | 0.7x |
| Sun, 15 May 2022 | JP¥149.5t | JP¥225.5t | JP¥12.6t | 10.7x | 11.8x | 0.7x |
| Tue, 12 Apr 2022 | JP¥152.2t | JP¥220.1t | JP¥10.8t | 11.1x | 14x | 0.7x |
| Thu, 10 Mar 2022 | JP¥144.3t | JP¥222.4t | JP¥10.9t | 10.4x | 13.2x | 0.6x |
| Sat, 05 Feb 2022 | JP¥156.0t | JP¥220.9t | JP¥10.5t | 11.3x | 14.9x | 0.7x |
| Mon, 03 Jan 2022 | JP¥164.8t | JP¥212.4t | JP¥8.9t | 11.7x | 18.6x | 0.8x |
| Wed, 01 Dec 2021 | JP¥159.7t | JP¥212.5t | JP¥8.9t | 10.3x | 18x | 0.8x |
| Fri, 29 Oct 2021 | JP¥164.0t | JP¥205.8t | JP¥6.9t | 12.4x | 23.6x | 0.8x |
Price to Earnings Ratio
23.6x
Current Industry PE
- Investors are optimistic on the Japanese Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.8x which is higher than its 3-year average PE of 13.4x.
- The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 28% per year over the last three years.
- Revenues for these companies have grown 8.4% 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 Industrials sector?
| JP Market | -0.99% | |
| Industrials | -1.20% | |
| Marine and Shipping | 5.79% | |
| Airlines | 0.37% | |
| Construction | 0.14% | |
| Industrials | 0.066% | |
| Commercial Services | -0.20% | |
| Infrastructure | -0.42% | |
| Professional Services | -0.54% | |
| Transportation | -0.78% | |
| Logistics | -0.91% | |
| Machinery | -1.82% | |
| Building | -2.03% | |
| Electrical | -2.31% | |
| Trade Distributors | -2.51% | |
| Aerospace & Defense | -3.03% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 23.1x.
- Analysts are expecting annual earnings growth of 17.0%, which is lower than the prior year's growth of 21.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings decline of 12% per year.
- In contrast, the Marine and Shipping industry is expected to see its earnings decline by 13% 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 | |
|---|---|---|---|---|---|
| 9101 Nippon Yusen Kabushiki Kaisha | JP¥5.30k | 6.6% +JP¥147.1b | 42.7% | PE9x | |
| 9107 Kawasaki Kisen Kaisha | JP¥2.17k | 7.8% +JP¥104.5b | 30.4% | PE10.5x | |
| 9104 Mitsui O.S.K. Lines | JP¥5.12k | 5.5% +JP¥97.5b | 28.9% | PE6.7x | |
| 9020 East Japan Railway | JP¥3.02k | 1.4% +JP¥47.5b | 17.6% | PE15.2x | |
| 1802 Obayashi | JP¥1.84k | 1.7% +JP¥22.2b | 48.2% | PE14x |
