Narrative Update • Jul 07

Over the last 7 days, the Construction industry has dropped 2.9%, driven by declines in Kajima and Taisei of 9.6% and 10.0%, respectively. Over the past 12 months, the industry was up 51%. Earnings are forecast to grow by 4.7% annually.
Has the Japanese Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | JP¥23.7t | JP¥28.8t | JP¥1.8t | 11.4x | 13x | 0.8x |
| Thu, 11 Jun 2026 | JP¥23.4t | JP¥28.8t | JP¥1.8t | 11x | 12.9x | 0.8x |
| Sat, 09 May 2026 | JP¥26.4t | JP¥28.6t | JP¥1.7t | 12.6x | 15.4x | 0.9x |
| Mon, 06 Apr 2026 | JP¥25.5t | JP¥28.5t | JP¥1.7t | 12.8x | 15.2x | 0.9x |
| Wed, 04 Mar 2026 | JP¥28.9t | JP¥28.8t | JP¥1.7t | 14x | 17x | 1x |
| Fri, 30 Jan 2026 | JP¥25.5t | JP¥28.4t | JP¥1.5t | 13x | 16.8x | 0.9x |
| Sun, 28 Dec 2025 | JP¥23.7t | JP¥28.4t | JP¥1.5t | 12.7x | 15.5x | 0.8x |
| Tue, 25 Nov 2025 | JP¥22.7t | JP¥28.5t | JP¥1.5t | 11.8x | 14.8x | 0.8x |
| Thu, 23 Oct 2025 | JP¥20.0t | JP¥28.3t | JP¥1.3t | 12.5x | 14.9x | 0.7x |
| Sat, 20 Sep 2025 | JP¥19.4t | JP¥28.7t | JP¥1.3t | 12.5x | 14.5x | 0.7x |
| Mon, 18 Aug 2025 | JP¥18.7t | JP¥28.7t | JP¥1.3t | 12.2x | 14x | 0.7x |
| Wed, 16 Jul 2025 | JP¥16.7t | JP¥28.5t | JP¥1.3t | 11.2x | 13x | 0.6x |
| Fri, 13 Jun 2025 | JP¥16.0t | JP¥28.6t | JP¥1.3t | 10.9x | 12.4x | 0.6x |
| Sun, 11 May 2025 | JP¥15.9t | JP¥28.1t | JP¥1.2t | 11x | 13.2x | 0.6x |
| Tue, 08 Apr 2025 | JP¥13.0t | JP¥27.9t | JP¥1.1t | 9.6x | 11.4x | 0.5x |
| Thu, 06 Mar 2025 | JP¥14.7t | JP¥27.9t | JP¥1.1t | 10.9x | 13x | 0.5x |
| Sat, 01 Feb 2025 | JP¥14.5t | JP¥27.6t | JP¥951.1b | 11.9x | 15.2x | 0.5x |
| Mon, 30 Dec 2024 | JP¥14.5t | JP¥27.6t | JP¥950.2b | 11.8x | 15.3x | 0.5x |
| Wed, 27 Nov 2024 | JP¥14.2t | JP¥27.5t | JP¥950.0b | 11.2x | 14.9x | 0.5x |
| Fri, 25 Oct 2024 | JP¥13.4t | JP¥27.4t | JP¥936.4b | 11x | 14.4x | 0.5x |
| Sun, 22 Sep 2024 | JP¥13.7t | JP¥27.2t | JP¥929.2b | 11.2x | 14.7x | 0.5x |
| Tue, 20 Aug 2024 | JP¥13.3t | JP¥27.3t | JP¥924.9b | 11.5x | 14.4x | 0.5x |
| Thu, 18 Jul 2024 | JP¥14.2t | JP¥26.9t | JP¥885.4b | 12.7x | 16.1x | 0.5x |
| Sat, 15 Jun 2024 | JP¥13.6t | JP¥26.9t | JP¥915.9b | 12.5x | 14.8x | 0.5x |
| Mon, 13 May 2024 | JP¥14.1t | JP¥26.5t | JP¥882.3b | 13x | 16x | 0.5x |
| Wed, 10 Apr 2024 | JP¥13.8t | JP¥26.5t | JP¥839.9b | 13.4x | 16.4x | 0.5x |
| Fri, 08 Mar 2024 | JP¥13.6t | JP¥26.5t | JP¥841.9b | 13x | 16.1x | 0.5x |
| Sun, 04 Feb 2024 | JP¥13.0t | JP¥25.9t | JP¥877.1b | 12.7x | 14.9x | 0.5x |
| Tue, 02 Jan 2024 | JP¥12.1t | JP¥25.8t | JP¥862.1b | 11.9x | 14x | 0.5x |
| Thu, 30 Nov 2023 | JP¥12.0t | JP¥25.8t | JP¥862.3b | 11.6x | 13.9x | 0.5x |
| Sat, 28 Oct 2023 | JP¥12.1t | JP¥25.1t | JP¥843.2b | 12x | 14.4x | 0.5x |
| Mon, 25 Sep 2023 | JP¥12.5t | JP¥25.1t | JP¥844.3b | 12.5x | 14.8x | 0.5x |
| Wed, 23 Aug 2023 | JP¥11.6t | JP¥25.1t | JP¥845.3b | 11.8x | 13.7x | 0.5x |
| Fri, 21 Jul 2023 | JP¥11.4t | JP¥24.4t | JP¥831.9b | 11.7x | 13.7x | 0.5x |
13.7x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -2.63% | |
| Industrials | -3.58% | |
| Construction | -6.97% | |
| Construction and Engineering | -6.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5076 INFRONEER Holdings | JP¥2.80k | 1.0% +JP¥6.8b | 125.6% | PE9.6x | |
| 1770 Fujita Engineering | JP¥2.30k | 10.4% +JP¥2.0b | 44.8% | PE11.5x | |
| 1811 Zenitaka | JP¥8.12k | 2.8% +JP¥1.6b | 88.0% | PE13.7x | |
| 1822 Daiho | JP¥793.00 | 2.1% +JP¥1.4b | -2.9% | PE15.4x | |
| 1793 Ohmoto Gumi | JP¥1.99k | 2.4% +JP¥1.2b | 63.1% | n/a |